Project manual

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.

  1. From the Portal Page, click Project on the Office 4 menu.

    The Project List window appears.

  2. From the Group drop-down menu, select the group with the project requiring the CSV file.

  3. Click the project requiring the CSV file.

    The Jobs/Tasks list window appears.

  4. Click Import/Export.

    The Import/Export Project Data window appears.

  5. Click Explanation of Item Order in CSV File for Project Data to see the proper order of project data in a CSV file.

  6. From the Import Project Data in CSV File area, in the File for Project Data field, click Browse.

    The File Upload window appears.

  7. Select a file and click Open.

  8. When done, click Import.


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