As an alternative to the manual creation of projects, you can import projects from an Excel or CSV file. This is particularly handy when you want to create many projects in one shot.

 

  1. Go to the Projects section
  2. Click on Import
  3. Click on "This spreadsheet" to download an editable template spreadsheet
  4. Edit the sample data with your projects data
  5. Copy the cells of the projects you want to import (without the colomn titles)
  6. Paste the data on the Teambook page where instructed (don't mind the layout) and click on Next
  7. Revise the data and make sure it matches the colomn titles
  8. Click on Import

Note: Make sure mandatory info (Project Name, Project Type, Budgeted Hours, Client Name and Team) are populated in the file and do not change the columns' order.