Default Menu Location
Transaction >> Importers/Exporters >> Projects >> Project Import
General Information
The Project Importer allows you to import project information into Adjutant.
 Import Project Screen |
Fields/Filters
File Name/Browse: Use the Browse button to locate and select the completed Project Import template file (in XLS format).
Export Template: Generates a blank Project Import template file
Map Fields: Fields must be mapped prior to importing. If no changes have been made to the column headings, the mapping screen should show all green, and you can click OK to continue. If any of the Input Field Name columns on the left are red, single-click on the line on the left column, and then double-click the desired mapped field in the right column to complete the mapping. Repeat for any red lines on the left that should be mapped. If there are additional columns in the source file that should NOT be mapped, they can be left unmapped (displayed in red). Mandatory fields will require that they be mapped before clicking OK.
Sample Import File
Sample Import FileProject Import File Definitions
Required fields are indicated with an *
*f1 - Name - Name of the Project. 40 characters max.
*f2 - MSNNum - Project number. 20 characters max. If left blank, the import will assign a unique number based on the key number value from the database.
f3 - SDate - Project Start Date. Must be formatted as a date in MM/DD/YY format. This is the first of the two date fields under the Ship To field in the Project Master tab.
f4 - EDate - Project End Date. Must be formatted as a date in MM/DD/YY format. This is the second of the two date fields under the Ship To field in the Project Master tab.
f5 - CompDate - Project Completion Date. Must be formatted as a date in MM/DD/YY format.
f6 - ProdDate - Production/Fab Date. Must be formatted as a date in MM/DD/YY format.
f7 - AddDate - Project Add/Creation Date. Must be formatted as a date in MM/DD/YY format. If left blank, the added date will be set to the system date at the time of import.
*f8 - Whse - Warehouse name for the project. Must match a warehouse name that has been set up in the Warehouses screen.
f9 - PM - Name of the Project Manager. Must match the full name of a contact in Adjutant with the Project Manager attribute.
f10 - ShortNote - A note or extended description of the project. Updates the Project Master Remarks area. 200 characters max.
f11 - BillType - Project Billing Type. Must match a value in the Project Billing Types (BILLTYPE) rule.
f12 - BillAmount - The amount that has been billed on the project.
f13 - AccrAmount - The current accrual amount on the project.
f14 - ContractAmt - The contract amount of the project.
*f15 - TCode - Project Type. Must match a value in the Project Types (PROJTYPE) rule.
*f16 - SCode - Project Status. Must match a value in the Project Status (PROJSTATUS) rule.
f17 - AccMgr - Name of the Account Manager. Must match the full name of a contact in Adjutant with the Account Manager attribute.
f18 - ContractDate - Contract Date. Must be formatted as a date in MM/DD/YY format.
f19 - SP - Name of the Salesperson . Must match the full name of a contact in Adjutant with the Salesperson attribute.
f20 - CompFlag - Completion status of the project. Use a 'y' if the project is complete and a 'n' if it is still active.
Must be entered as a lowercase letter.f21 - RevNum - Revision number of the project.
f22 - OnHold - On hold status of the project. Use a 'y' if the project is on hold and a 'n' if it is not.
Must be entered as a lowercase letter.*f23 - SoldTo - Organization ID of the customer.
*f24 - ShipTo - Organization ID of the shipping/work location.
f25 through f31 - Custno1/2/3/4 - Organization ID of other companies linked to the project.
f26 through f32 - Attrib1/2/3/4 - Attribute code that signifies the relationship of the other companies linked to the project. Use the Attribute Code from text1 of the Organization Attributes rule - i.e SOLDTO, SHIPTO, BILLTO, REMITTO, SOLDFROM, etc.
