A project is an expense field that can be predefined by the Admin. Projects will be shown to the user when they are creating expenses. Users will be able to link expenses to projects.
There are two ways to add projects as an Admin:
- Add a project manually
- Upload projects list
This article will explain how to upload the projects list:
1. Go to Admin settings.
2. Go to Projects page.
3. Click Upload projects list.
|
Field Name |
Description |
Sample |
|
ProjectName |
Enter the name of the project. Project name is visible to the end users and should be easily recognisable. |
Test Project |
|
ProjectID |
Enter the number of the project. This number will be used to allocate the expenses to the correct projects in other tools. NOTE: Project ID is NOT visible to end users. |
1011 |
|
BranchName |
Enter your existing Branch Name. (Can be found in Admin > Branches page) This is the name of the legal entity to which this project is limited to. |
Branch 1 |
|
BranchID |
Enter your existing Branch ID. (Can be found in Admin > Branches page) |
101 |
|
Active |
This is used to activate or deactivate projects: 1 = When the project needs to be activated/added. 0 = When project needs to be deactivated. |
1 |
|
CustomField |
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. |
Field Name |
- 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
6. Import the filled-in file.
_________________________________________________________________________________
NOTE (optional): Depending on your computer's settings, the file could look like the image below. If that's the case, follow the steps below.
a) From the downloaded file, Highlight the first column > Click Data > Choose Text to Columns
b) Choose Delimited > Click Next
c) Check Semicolon > Click
This is how it would look like after:
If you changed the import file from text to columns then, you will need to revert it back when you are done filling out the required information and ready to upload.
Important!
You will need to save import file as CSV UTF-8 format.
The steps below does NOT apply to Mac users.
In Windows, saving CSV UTF-8 format does not guarantee that it is semicolon delimited which Rydoo requires for all types of import. Below is the alternative way on how to change columns back to text.
d) Locate the saved import file, select, right click and open with Notepad
This is how it looks like
e) Replace all comma with semicolon by clicking Edit > Replace
f) Find comma "," , Replace with semicolon ";" and click Replace All
g) Click File and Save.