KB

How to Import Projects

Only a project name is required to import, other properties are optional but include: description, start date, status, portfolio, customer organization, target due date and agile points. If you have data that does not easily map to default fields, create a custom field before importing. (More on Custom Fields)

Note: If you do not include a customer organization or portfolio this will need to be updated manually. 

Step 1: Click Tools on the top bar

Step 2: Select Import

Step 3: Select Projects

Step 4: Upload the csv file you wish to import.

Step 5: Map the columns to the appropriate fields. A project name is the minimum needed to import. If the default fields do not fit your data, you can create custom fields before importing. When finished mapping, click import. 

Step 6: You are now done importing. You may close the notification window and the import will continue in the background while you work. It may take a few minutes to complete the import.

How to Import Portfolios

CSV files accepted.

Only a portfolio name is required to import, other properties are optional but include: description and parent portfolio.

Step 1: Click Tools on the top bar.

Step 2: Select Import.

Step 3: Select Portfolios

Step 4: Upload the csv file you wish to import.

Step 5: Map the columns to the appropriate fields. A portfolio name is the minimum needed to import. When finished mapping, click import. 

Step 6: You are now done importing. You may close the notification window and the import will continue in the background while you work. It may take a few minutes to complete the import.