Applies to
Capabilities
Who can use this capability
Resourcing Administrators, Portfolio Editors, People Schedulers, Portfolio Reporters, and Project Editors can export data for reports.
Column inputs and formatting
Learn about the column inputs and formatting when you download reports.
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. |