Importing Recurring Projects

Modified on Mon, 12 Aug at 12:34 PM

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

NameName of the Recurring Project
Required
ProjectTemplate
Project Template used to setup recurring project
DescriptionRecurring Project Description

StartDateStart Date of recurrence Project
Required
EndDate
End Date of recurrence Project
Required
NextProjectDateDate the first project will created within recurrence periodRequired
ClientClient 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

FrequencyThe interval in which each proejct is created
Required
Asset
Asset used on project

ProjectGroupProject group the project belongs to
ProjectManagerFull name or email of user within WorkGuru managing the projectRequired
ClientPurchaseOrderClient PO for recurring project
IsActiveTRUE or FALSE for setting the active status of the recurring projectRequired


Example csv

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