|
Form Label |
Field Name |
Mandatory |
Details |
Range Values |
| Project # |
ProjectNumber |
No |
This field is not used for import. We use the ProjectName field to track which project
the task belongs to. |
|
|
Project |
ProjectName |
Yes |
The value must be the exact name of an existing project. |
Existing project name |
|
Number |
Number |
Yes |
|
An integer or decimal value, greater
than or
equal to zero. |
|
Summary |
Summary |
Yes |
|
|
|
Group |
Group |
Yes |
The value must be the exact name of an existing
group. |
|
|
Status |
Status |
Yes |
The value must be the exact name of an
existing status. If the imported status represents a completed
status, the "PercDone" value will be set at 100% automatically. A
task cannot be In Progress / Completed as long as its predecessor
tasks are Incomplete. A task cannot be In Progress / Completed
before its predecessors are completed and their lag time is
respected. |
|
|
Type |
Type |
Yes |
The value must be the exact name of an existing
type. |
|
|
Priority |
Priority |
Yes |
The value must be the exact name of an existing
priority. |
|
|
Actual Hours |
Actual |
No |
This field cannot be imported because
it is calculated field. |
|
|
Estimated Hours |
Estimated |
Yes |
|
An integer or decimal value, greater
than or
equal to zero. |
|
% Done |
PercDone |
No |
This value will be set at 100%
automatically if the imported status represents a "completed"
status. If the imported status type is "waiting", the value must
be zero. |
0, 10, 20, 30, 40, 50, 60, 70, 80, 90, 100 |
|
Actual % Done |
ActualPercDone |
No |
This field cannot be imported because
it is calculated field. |
|
|
Creator |
Creator |
Yes |
The value must be the exact username
of an existing user. |
|
|
Assigned User(s) |
Assigned |
No |
To assign multiple users, you can
separate each username with a comma.
Each value must be the exact username of an existing user. |
|
|
Reviewer(s) |
Reviewer |
No |
To assign multiple users, you can
separate each username with a comma.
Each value must be the exact username of an existing user. |
|
|
Start |
Start |
No |
A task Start Date must be <= than the
project End Date. A Start Date must be > than the project Start
Date. A task Start Date must be <= Task End Date. Start Date must
be the same or later than all its predecessor’s Start Date, and
respect their LagTime. |
|
|
Due-Date |
DueDate |
No |
A task End Date must be >= Project
Start Date. A task End Date must be <= Project End Date. If a task
is linked with other tasks, it must have a Start Date and due
date. |
|
|
Date Created |
Created |
No |
If a new task is created, the
"Created" date field will be used. If an existing task is updated,
this field will be ignored / not updated. In both cases, if
no date is provided, the current day's date will be used. |
|
|
Last Update |
Updated |
No |
If a task is created or updated, the
"Updated" date will be used. If the date is not provided, the
current day's date will be used. |
|
|
Details |
Details |
No |
This field can contain any amount of
text you want |
|
|
Comment Thread |
CommentThread |
No |
This
field cannot be imported. Even if provided, this
field will be ignored. |
|
| Predecessors |
Predecessors |
No |
This
field cannot be imported. Even if provided, this
field will be ignored. |
|
| Successors |
Successors |
No |
This
field cannot be imported. Even if provided, this
field will be ignored. |
|
|
Form Label |
Field Name |
Mandatory |
Details |
Range Values |
| Username |
Username |
Yes |
|
|
| Password |
Password |
Yes |
|
|
| User Group |
Group |
No |
If the group does not
exist, the user will not be updated / created. |
|
| Date Created |
DateCreated |
No |
Even if provided, this
field will be ignored. |
|
| Last Visit |
LastVisit |
No |
Even if provided, this
field will be ignored. |
|
| First Name |
Firstname |
No |
This field is optional. |
|
| Last Name |
Lastname |
No |
This field is optional. |
|
| Email |
Email |
No |
You must enter a valid
email address, with correct syntax. If you checked "EmailNewTask"
and/or "EmailUpdateTask", this field is mandatory. |
|
| Phone |
Phone |
No |
This field is optional. |
|
| Mobile |
Mobile |
No |
This field is optional. |
|
| Fax |
Fax |
No |
This field is optional. |
|
| Access Level |
AccessLevel |
Yes |
If value is out of
range, an error message will be displayed. |
Administrator, Normal |
| This User Can Add a
Project |
CanAddProj |
No |
If access
level is Administrator, there is no need to set the value to
"Yes". |
Yes, No |
| Administration Limited
Mode |
AdminLtd |
No |
If access
level is Administrator, there is no need to set the value to
"Yes". |
Yes, No |
| Status |
Status |
No |
If not
provided, the default value will be set to "Can login". |
Can
login, Can't login |
| Time Entry Mode |
TimeEntry |
No |
If not
provided, the default value will be set to "Timesheet + IN/OUT". |
Timesheet
+ IN/OUT
Timesheet only
IN/OUT only
Time entry disabled |
| User Directory |
UserDirectory |
No |
If not
provided, the default will be set to "Display all users". |
Display
all users
Display only administrators
Users assigned on the same
projects
Users in the same group
Disabled |
Email Notification:
New
Task |
EmailNewTask |
No |
If set to
"Yes", the Email field must be provided. |
Yes, No |
Email Notification:
Updated Task |
EmailUpdateTask |
No |
If set to
"Yes", the Email field must be provided. |
Yes, No |
| Number of Tasks per
Page |
NumTasksPerPage |
No |
If not
provided, the default value will be set to "10". |
10, 15,
20, 25, 50, 75, 100 |
| Number of Projects per
Page |
NumProjectPerPage |
No |
If not
provided, the default value will be set to "10". |
10, 15,
20, 25, 50, 75, 100 |
| Project to Open Upon
Login |
DefaultProject |
No |
If
provided, the value must be the exact name of an existing project. |
Existing
project name |
| Sort Task Report by |
TasksSort |
No |
If not
provided, the default value will be set to "Number Ascending".
Both the field and the sort order must be provided. |
Number,
Summary, Status, Priority, Start Date, Due Date, Last Update
Ascending, Descending |
| Sort Project Report by |
ProjectsSort |
No |
If not
provided, the default value will be set to "Number Ascending".
Both the field and the sort order must be provided. |
Number,
Name, Priority, Start Date, Due Date, % Done
Ascending, Descending |
| Time Zone |
TimeZone |
No |
If not
provided, the default value will be set to "Use account time
zone". |
From
"-13" to "13" |
| Date Format |
DateFormat |
No |
If not
provided, the default value will be set to "Use account date
format". |
m/d/yyyy
12:00:00 AM (0.0)
dd/mm/yyyy
24:00:00 (0.0)
yyyy-mm-dd 24:00:00 (0,0) |
Monthly Gantt Chart:
Number of Months per Page |
NumGanttMonthsPerPage |
No |
If not
provided, the default value will be set to "12". |
From "4"
to "16" |
Weekly Gantt Chart:
Number of Weeks per Page |
NumGanttWeeksPerPage |
No |
If not
provided, the default value will be set to "12". |
From "4"
to "16" |
| Language |
Language |
No |
If not
provided, the default value will be the account's language. |
English, French |