You can import a list of projects into Timesheet Portal using your own data CSV files. You can create a CSV file directly from Excel or any similar spreadsheet software.
To import projects, go to System Management in the left-hand menu, then Import, then click on Projects. From this page you can upload your data or download a template CSV file.
Once your data is uploaded, you must map the Timesheet Portal fields to your own data file fields. The following fields can be uploaded by Timesheet Portal:
Field | Mandatory | Notes |
Client Code | Y | Unique code of the client for which the project belongs to |
Project Code | Y | Your unique code for this project. When importing, you must always specify a code so that if you import the same records again, the existing records will be updated, rather than duplicated. |
Y | Short description to identity the project | |
Start Date | N | The start date of the project |
End Date | N | The end date of the project |
Project Manager | N | The employee code of the person responsible for managing this project. This person will be given reporting permissions for this project and will also be able to add/delete/edit the project for it as well. |
Cost Centre Code | N | This is the code of the cost centre for which this project should be assigned to. If the project client is already assigned to a cost centre then this field should be left blank. |