Import Projects

Permissions - Admin and Add Project

Multiple projects can be imported at a time. The import is an Excel spreadsheet of project details, which helps you set up projects more quickly. During the import you'll also be able to apply templates from other areas of the e-Builder if available:

  • Project Template (Document folder structure)
  • Role Templates
  • Schedule Templates
  • Budget Templates
  • Cash flow Templates
  • Funding Templates

Applying these additional templates adds value to project templates by reducing the time and effort for project administrators to set up various aspects of the project. For more about setting up your import file, see About Project Imports.

To import projects

  1. Go to My Settings.
  2. Click Membership > Projects.

    3. The Membership page is displayed.

  3. Click Import.

    4. The Import Projects page is displayed.

  4. Complete all necessary fields.
  5. Click Next.
  6. If necessary, map the e-Builder built-in fields to the corresponding fields in the import file.
  7. Click Next.
  8. Click Save.

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