Project import
Button name | Description |
|---|---|
Opens the file explorer and loads a data file | |
Enables import into the application when a file has been added |
This screen allows you to import projects via an .xls or xlsx file. This project creation mode allows you to create one or more projects. You can define information on project identity, hierarchical links, attribute values, project teams, phases and milestones, indicators, budgets and resources for each imported project.
Rights required :
Read more :
Import Memo - 2. Importing projects via Excel® file
You can also import Microsoft Project projects. 
MS Project files
It is impossible to create projects by import if the settings generate automatic codes.
Global configuration - ‣
An error message will be displayed:
"ERROR - Project import not possible on a platform configured for automatic project code generation"
If your import is completed in manual mode, then you can suspend this setting to enable the import.
To update a project's attributes/forms, you can use a project import. A form column is available in the attribute of the project import.
If the form is not present in the project, it is added and the attribute values are modified.
If the form is already present on the project, then the attribute values are updated.
At the bottom of the screen, orders can be viewed in the task (imports in progress, cancelled imports, etc.).
The complete list of commands can be found in the background task in the menu 
Administration > Advanced settings > Technical configuration > 
Background commands