Column inputs and formatting

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.