Learning Track
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the System Administration in Resource Management learning track. Get the most out of this learning track by starting at the beginning.
Resource Management provides spreadsheet templates so you can add or update multiple projects at once. Download the template, fill out the fields, and import your data back into Resource Management.
Follow these guidelines to prepare your data and make the most out of the import process:
You can navigate away from the page once the upload starts. The import will run in the background and you'll receive an email when it's complete.
If there were any errors during the import, the email will include a link to the status page. Click the link to download a list of errors with directions on how to fix them.
This table provides details for each column in your spreadsheet.
Fields | Required field | Description | Formatting requirements |
---|---|---|---|
project_id |
Yes* (for editing projects) |
The Project ID stores all project attributes. Exporting the project list will include Project IDs for existing projects. |
Must be a valid Project ID in the organization.
To create new projects, leave the Project ID column blank.
To update attributes for existing projects leave the Project ID intact. |
project_name |
Yes |
Project name or title. |
0-255 characters |
client |
Optional |
Client name. A new client will be created if it doesn’t already exist. |
0-255 characters |
project_type |
Yes |
Define the type of project. |
Confirmed Tentative Internal |
start_date |
Optional |
Set the project start date. If no date is provided today’s date will be applied to the start date. |
Date format: YYYY-MM-DD |
end_date |
Optional |
Set the project end date. If no end date is provided the end date will be two months after the start date. |
Date format: YYYY-MM-DD |
project_code |
Optional |
Add an external code to reference the project in another tool. |
0-255 characters |
project_tags |
Optional |
Add tags to identify unique characteristics for the project. |
0-255 characters
Separate multiple entries with a semicolon. |
time_entry_locking |
Optional |
Set the project to lock incurred hours. |
Off = Disables On = Enables Number = Locks time entries older than the specified number |
CF_## “name” (text field) |
Optional |
Add a string of text to the custom field. |
0-255 characters |
CF_## “name” (drop down) |
Optional |
Set an existing custom field value for the project. |
Ensure any values entered in this column are saved as options for this field in the Account Settings > Project Custom Fields page |
CF_## “name” (multi-select drop down |
Optional |
Set existing custom field values for the project. |
Ensure any values entered in this column are saved as options for this field in the Account Settings > Project Custom Fields page.
Separate multiple entries with a semicolon. |
project_owner |
Optional | Define the person who owns the project. |
Format: [User ID] [Full Name] Can be left blank. |