Note: This guide is for bulk importing project via the import template option, if you are looking to add individual projects, please see Creating a New Project. 

1. To get started, click on the Configurations tab ⚙︎ and select Imports from the dropdown list.

2. Once you are on the Imports page click on Projects - Import Project Information. 

3. You can either choose to import projects using an existing Project Template saved when setting up your Project Structure. Or you can choose to import these subproject names from scratch. 

Note: the Required Fields are labeled with a "*". 

4. Click on Download Template to download the excel template for collecting the data. 

5. Open the excel file and populate the information, making sure that all of the above "required fields" are completed.

6. Click on Upload File and add upload your completed template.

7. Your imported data will be displayed on the screen and any errors / typos will be noted in red. Click on the error to open a text edit box to fix it.

8. Once all errors are resolved you can click import to complete the import.

9. You will get a message to let you know that the import has been a success.

10. To view or edit your project navigate to the Projects and select All Projects from the dropdown list.

We hope this article was helpful. If you have any questions, please do not hesitate to reach out to us. Our support team is always happy to help!