Import projects with project profiles

You can import projects with project profiles.In this case, Profit only copies the field settings (whether or not the field is editable, visible or required) from the project profile and stores them in a new project profile. Profit does not include the values here, which means no preferred values for team, phases, cost estimates, invoice terms, etc.

To import projects with project profiles:

  1. Go to:Projects / Management / Import / Project.
  2. See also the general import process description.

Directly to

  1. Configure project profiles
  2. Add a project profile
  3. Add a context with field settings for a project profile
  4. View a project profile
  5. Link a project profile to a project
  6. Invoice instalments in a project profile
  7. Delete a project profile
  8. Import projects with project profiles