You can import project data, hours and expenses in PSOhub. In order to do so you will need to use specific templates (see below) and follow important guidelines. In this article, you will learn how to import Project Data.
Understanding Import Project Data
The functionality of import project data will allow you to create projects with their related data (i.e. contact(s), company, contract template, amount, budget, project manager and project team members with their respective role and rate.
In order to import project data you need to use a specific template (see below) which comes with example data to illustrate how to populate the columns.
Important guidelines regarding the Import Project template:
When you have multiple contract lines for a project, make sure you copy all project related data for each contract lines; i.e. all the columns before the Contractlinecount column.
If you have multiple project members, you can enter them next to any contract lines within the project (for example Project Z in the template). If you have more project members than contract lines, make sure you copy all project related data for each project member line.
The ContractLineCountID column, must have a unique number for each line containing data in the ContractLineName column.
The ProjectMemberID column, must have a unique number for each line containing data in the UserEmail column.
The ContactCountID column, must have a unique number for each contact; if you have multiple contract lines and had to repeat the project related data lines, then the same contact should have the same number (see project Z in the template).
The InternalProject and FixedFeeExpense columns always needs a true or false value, regardless if the line has something to do with an expense, this is an import limitation.
The order and the names of the columns should not be modified; doing so can cause issues with importing the data.
Learn how to import project data
The functionality is located in the Projects overview.
Choose from the menu Projects and Projects:
In the Projects overview, click on the Import button:
Guidelines before you import:
Your PSOhub contract templates, users, roles and rates must already be created in PSOhub prior to importing the data. The roles must also be assigned to the users.
The Upload filled excel template page will appear:
Once you upload the file, PSOhub will display all the details of your data allowing you to make a final validation of the data and delete, should you need to, one or more records.
To process the imported data, click the corresponding button:
The following message will appear:
Important: The option Update existing projects is only used if you need to update the field Project Manager of your existing projects.
Click Create new projects if you are importing new projects. The following message will follow:
Click Proceed. The following message will be displayed.
Click Proceed. Once the data is processed, the following message will be displayed:
When you click OK, and if there was no error in the file, will be brought back to the Projects page. If there is an error, PSOhub will then indicate what information is incorrect or missing.
Once you have imported your project data, you will be able to import hours and expenses, should you need to.