20. Import Project Data via CSV Files |
To import project data in a CSV (comma separated value) file, follow these steps:
Note: Access permissions to Import/Export are set up by the system administrator so if you cannot import or export, please see your system administrator.
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From the Portal Page, click Project on the Office 4 menu.
The Project List window appears.
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From the Group drop-down menu, select the group with the project requiring the CSV file.
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Click the project requiring the CSV file.
The Jobs/Tasks list window appears.
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Click Import/Export.
The Import/Export Project Data window appears.
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Click Explanation of Item Order in CSV File for Project Data to see the proper order of project data in a CSV file.
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From the Import Project Data in CSV File area, in the File for Project Data field, click Browse.
The File Upload window appears.
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Select a file and click Open.
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When done, click Import.