WorkGuru supports the bulk creation of recurring projects via a csv import template. The import template can be uploaded on the Import Hub (Administration -> Imports)
Recurring Project Import Field Descriptions
| Name | Name of the Recurring Project | Required |
| ProjectTemplate | Project Template used to setup recurring project | |
| Description | Recurring Project Description | |
| StartDate | Start Date of recurrence Project | Required |
| EndDate | End Date of recurrence Project | Required |
| NextProjectDate | Date the first project will created within recurrence period | Required |
| Client | Client who the recurring project(s) are for. Make sure they exist in WorkGuru | Required |
| BillingClient | Billing Client who the recurring project(s) are for. Make sure they exist in WorkGuru | Required |
| Frequency | The interval in which each proejct is created | Required |
| Asset | Asset used on project | |
| ProjectGroup | Project group the project belongs to | |
| ProjectManager | Full name or email of user within WorkGuru managing the project | Required |
| ClientPurchaseOrder | Client PO for recurring project | |
| IsActive | TRUE or FALSE for setting the active status of the recurring project | Required |
Example csv