Importing Recurring Projects

Modified on Tue, 13 May at 11:37 AM

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 ProjectRequired
ProjectTemplateProject Template used to setup recurring project
DescriptionRecurring Project Description
StartDateStart Date of recurrence ProjectRequired
EndDateEnd Date of recurrence ProjectRequired
NextProjectDateDate the first project will created within recurrence periodRequired
ClientClient who the recurring project(s) are for. Make sure they exist in WorkGuruRequired
BillingClient

Billing Client who the recurring project(s) are for. Make sure they exist in WorkGuru

Required

FrequencyThe interval in which each proejct is createdRequired
AssetAsset 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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