Project Tasks import format

Column

Column Title

Description/Action

Where is it used?

Notes

A

Project Code *

The reference code for the project.

• The project code is used throughout the system to identify it.

• Free text field. Project code must exist in Projects

B

Task Name *

The task name you want to assign to the project.

• Appears in Project Work Structure and used for project data entries.

• Free text field.

C

Status*

The task status.

• Used to determine if time/expense can be logged to the projects

• Free text field. Task status must exist in Task statuses

D

Probability

The task win probability.

• Used in reports such as Resource Utilisation vs Target **

• Numeric field. Probability must exist in Task probability

E

Fee Type*

The task fee type.

• Used in the Work in Progress ** report.

• Free text field. Must be one of 'Fixed Fee' or 'Time Based'.

F

Milestone

If the task is a milestone task.

• Can be linked to Fixed Fee invoice rules.

• Enter either True or False.

G

Percent Complete

The project manager estimation of task % complete.

• Used in the Work in Progress ** report.

• Free text field.

H

Speculative

If the task is speculative (Not yet agreed as billable)

• Used in reports such as Resource Utilisation vs Target **

• Enter either True or False.

I

All Project Team Can Log

Allow all project team members to log time/expense to the task without having to be resourced to it.

• Timesheet and Expense entry.

• Enter either True or False.

J

Notes

Task notes

• Appears in Project > Work Structure

• Free text field.