The minimum requirements for importing projects from CSV are the 'Manage system settings' and 'Add projects' global permissions enabled in your role.
You can have projects stored as a CSV file imported to Easy Projects using a wizard.
To be imported to Easy Projects, a CSV file should have values in their respective places and separated by a list separator (default is a comma). An example of CSV file fields:
- Project Name
- Project Description
- ID
- Start date
- End date
A portion of a source CSV file might look like this:
Project name;Description;ID;Duration;Start date;End date
Configure;project1;20;;25;6/5/2007;6/20/2007
Develop;project2;21;30;6/5/2007;6/18/2007
Test;project3;22;40;6/5/2007;6/17/2007
As you can see, the first line contains the names of fields the values correspond to. Whilst it is useful for some purposes, it may wreak havoc during import. For this reason, you will have the option to skip the first line while importing a CSV file.
Import a list of projects
To import a list of projects, follow these steps:
- Go to Activity Center | More actions (
) | Import from CSV. - Select Projects from the 'Import list of' drop-down list.
- Once in the Import projects screen, click on "Choose file", and find the source CSV file.
- Select a list separator.
- Select the Skip first line of the file checkbox (refer to the second above) if required.
- Click 'Next'.
- Perform field mapping, i.e. link fields of projects being imported with EP ones. Use 'Add fields' to get new fields to map.
- Click 'Import'.
You will get an ‘Import completed successfully’ message if import has been successful.
If you are planning to import a Large set of data, it's always best to do a test import, with just a few lines of data and if it looks ok then do the rest. To do things this way you will want to split your CSV into a two files 1st with just a few records and 2nd file with the rest. Do the test on the 1st file and then do the full import on the 2nd file.