How to import Project Master from Excel File?
1. Prepare an Excel Spreadsheet with the following format. (Download sample from attachment)
2. Save the File as an normal Excel File.
4. In ERPro, go to Project-> Maintenance -> Project Maintenance, Click New button. Click the "Import" button and locate the Excel file saved in step 2.
Complete Field List
[PROJECT_CODE]
[AUTHORIZED]
[STATUS]
[PROJECT_NAME]
[PROJECT_TYPE]
[DESCRIPTION]
[SALESMAN_NO]
[CUSTOMER_NO]
[CONTRACT_NO]
[START_DATE]
[COMPLETION_DATE]
[BUDGET_PROJECT_COSTS]
[BUDGET_PROJECT_REVENUES]
[RENEWAL_DATE]