- Go to Process-->Reference tables.
- Select Category as Project Importer.
- From the reference tables find the default template for adding/uploading new projects.
- Config file
- Data file
Note : ” Projects_v11” is the default name (can change the name accordingly)
- Download the templates from reference table by clicking the file attached.
- Confirm “Export column names” from Config file is same as the heading of each row in data file.
- In data file the header names should be in the same order as given in the Config file.
Config File
Data File
- Before adding new projects, First check for the last existing project ID through Table Wizard and start adding the next immediate numbers(Project ID's) for your new projects.
- Add the project details in the data file with the new project IDS.
Add /Upload the data file as a new version in reference table.
Go to Reference details page → versions of this reference table → Add new
Note :If you are unable to find “Add new” button, Change your name in the “Owner “tab in the same reference page- Go to Project → Import → Projects
- Validate the Importer and Run
Accolade
The best way to get IT support is to use the new
Service One Platform.