WEBINAR
This Help Article appears in the Onboarding Webinars learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Onboarding Webinars learning track. Get the most out of this learning track by starting at the beginning.
Reference the table below for input and formatting details on 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 |
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. |