Import projects

You can import projects.

Note:

When importing projects, you can also import projects with project profiles. In that case, Profit only copies the field settings (whether or not the field is editable, visible or required) from the project profile, not the values, which means no preferred values for team, phases, cost estimates, invoice instalments, etc.

To import projects:

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

Directly to

  1. Project
  2. Add a project
  3. Add a project using a scored forecast
  4. Project properties
  5. View the project master card
  6. Block a sales contact linked to a project (temporarily)
  7. Project phase
  8. Change a project number
  9. Document in project dossier
  10. dossier
  11. Import projects
  12. Projects in InSite
  13. Projects in OutSite