Rydoo made it easy to add Projects within the platform. There are two ways on how to do so.
- Manual that works when setting one or few projects; OR
- Upload via CSV file which is recommended when adding multiple projects at the same time.
This guide will show how to upload multiple projects.
OPTIONAL: To ensure that Project field will be visible to all users. You may check the Advanced Settings specifically Show the project field in all expenses or make it required. Again, only if needed.
To Upload Multiple Projects
1. Go to Admin > Projects > Click Upload project list
2. Download Project List template. You could also download it here.
3. Fill in the required details.
(OPTIONAL) Change Text to Columns
Enter the name of the project.
Project name is visible to the end users and should be easily recognisable.
Enter the number of the project.
This number will be used to allocate the expenses to the correct projects in other tools.
Enter your existing Branch Name. (Can be found in Admin > Legal Entities page)
This is the name of the legal entity to which this project is limited to.
Enter your existing Branch ID. (Can be found in Admin > Legal entities page)
This is used to activate or deactivate projects:
1 = When the project needs to be activated/added.
0 = When project needs to be deactivated.
Enter the name of your custom field.
This is used when you have an existing custom field set on a project level and when adding information internally. Details are NOT visible to end users and is beneficial when processing data in other tools (ERP) or to set place rules within Rydoo platform.
4. Save file as CSV UTF-8 format.
*If you are using Windows and changed the data type from text to columns, don't forget to switch columns back to text.
5. Go back to Projects page (Step 1) and Upload the file.
6. Check the Results.
- The file should contain up to 200 project lines only.
- To prevent errors, please keep the template as it is.
- Do NOT re-arrange the columns, re-name headers or change file to another excel format.
- Avoid using consecutive special characters