Instead of creating a Project from scratch, you can import Project data from a CSV (comma separated value) file. Follow these steps:

Note: Projects can be added only by users who have administrator privileges for the Project application. These privileges are set up by the system administrator. See Set Up the Administrator Group for a step-by-step guide on how to register users in the Administrator Group.

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

   The Project List window appears.

2. Click Administrator Menu.

   The Administrator Menu for Project window appears.

3. Click Project Setting.

   The Project Setting window appears.

4. Click Add Project Through Import of CSV File.

   The Add Project Through Import of CSV File window appears.

5. From the CSV File for Project Data field, click Browse.

   Note: Be sure the CSV file has data columns that match the required fields in Project. See Item Order in CSV file for Field Order.

   The download location window appears. Find the CSV file you want to import, and click Open.

6. If you want to download Member Data to the Project as well, from the CSV File for Member Data field, click Browse.

   Note: Be sure the CSV file has data columns that match the required fields in Project. See Item Order in CSV file for Field Order.

   The download location window appears. Find the CSV file you want to import, and click Open.

7. From the Project Start Date drop-down menu, select the date you want the project to start.

8. From the Project Data to Utilize area, click the radio button next to the category of information you want to include in your new project.

   We recommend All Information for more robust functionality of Project.

9. When done, click Import.