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Column inputs and formatting
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Column inputs and formatting
Reference the table below for input and formatting details on each column in your spreadsheet.
- Save your spreadsheet as a CSV file in UTF-8 to prevent errors on rows with special characters.
- Separate multiple entries with a semicolon.
- Leaving fields blank applies blank values.
|
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 |
Yes |
Set the project start date. |
Date format: YYYY-MM-DD |
|
end_date |
Yes |
Set the project end date. |
Date format: YYYY-MM-DD |
|
project_code |
Optional |
Add an external code to reference the project in another tool. |
0-255 characters |
|
description |
Optional |
0-2048 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. |