Have an external list of projects you’d like to bring in? This option is for you. It’s a quick and seamless way to add your existing projects. From the Project Manager tab, select Import Projects.
Select Import from Excel, then select the Tracker Level for import: Projects, Phases, or Action Items. Read about the different Tracker Levels in this Support Center Article: Capital Project Tracking - Capital Project Tracker Levels (Projects, Phases, and Action Items).
To import projects:
- Download the template, which you’ll fill out and save it to your computer.
- When you are ready, select the Start Import button and follow the steps in the import wizard.
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