CSV Project Upload

The following options are valid for uploading projects via our CSV template which can be downloaded here

name - (required)
  • Name of Project (Unique)
projectCode
  • Code to identify project (Can be used to overwrite the existing project)
status
  • active (Default if left blank)
  • archived
  • pending
  • planned
  • floating
start
  • Start Date (Format YYYY-MM-DD)
end
  • End Date (Format YYYY-MM-DD)
note
  • Plain Text
  • Empty (Default - No note)
link 1- 5
  • Links for project
  • Empty (default  No links)
budget
  • hours
  • cash
  • Empty (Default - No budget)
projectBudgetHours
  • Empty (Default - 0 hours)
  • Integer e.g. 50
  • Only valid if hours chosen in budget
projectBudgetCash
  • Empty (Default - 0)
  • Integer e.g. 7000
  • Only valid if cash chosen in budget
projectBudgetBillingRateDefault
  • Empty (Default TRUE)
  • TRUE (Use default billing rate defined in Settings)
  • FALSE (USE CUSTOM BILLING RATE)
projectBudgetBillingRate
  • Empty (Default 0)
  • Integer e.g. 250
sunday - monday
  • Empty (Default to company working days defined in Settings)
  • TRUE - Sets the day to working
  • FALSE - Sets the day to not working
group1 - group 5
  • Text - Enter the name of an existing or new group for this project to belong to. 


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