Projects can be comprised of multiple grants or parts of grants. Projects can also have their own budget line items and performance goals and strategies.
Users can import multiple projects using the Projects Import Template (recommended) or their own Excel file. The Projects Import Template includes the Project ID, Name*, Start Date*, End Date*, Budgeted Amount*, Project Manager*, Departments, Description, and Unique Identifier fields. Required fields have asterisks (*) next to their names.
Note: The Project Manager names must exactly match what is in the Contacts module and the Department(s) must exactly match what is in the Administration module.
- Open Project Management>Projects.
- Click the (Import icon) in the Icon Bar.
- In the pop-up window, click Choose a file to select a file from your computer.
- Select the Destination field for each Source column. If you are using the Projects Import Template (recommended), the source and destination fields should match.
- Click Import.
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