| Header | Description | Req. | Notes |
| Project Name | Recognizable Name of the project/task. | Y | Must be unique. Must be first field. |
| Description | Full Description of the project/task. | Y | |
| Parent | Defines this project's/task's place within the hierarchy. | Y | The parent must be imported at the same time or prior to the children. |
| Project Record Type | Determines if this is a scheduled project or not. | Y/N | The Project Record Type field must be included if the projects and tasks will be imported as Scheduled Projects. All Scheduled Projects should be set to the number 4 for Project Record Type. Non-schedulded projects can be set to the number 1. |
| Visibility | Loggable, reportable only, or hidden | N | This field determines the entry status for each project/task. The acceptable values are "LR" (without the quotes) for Loggable and Reportable, "RO" for Reportable Only, and "hide" for Hidden. Scheduled projects that are top level projects or summary tasks will always be Reportable Only regardless of the setting in import files. |
| Owner | A user who has modify rights to the project/task. | N | Must be a valid username of someone who has authority within Journyx PX to create projects and access to the Scheduled Projects tab. |
| Backup Owner | A user who has modify rights to the project/task. | N | Must be a valid username of someone who has authority within Journyx to create projects and access to the Scheduled Projects tab. |
| Allow Time | This is the field for controlling whether or not this project should be generally available for time entry. | N | Available values for this field are Y and N. Y allows users who have access to this project to log time against it. N blocks any users from logging time against it. If you do not include this field in your project import file, this field will automatically be set to Y. |
| Allow Expense | This is the field for controlling whether or not this project should be generally available for expense entry. | N | Available values for this field are Y and N. Y allows users who have access to this project to log expensesainst it. N blocks any users from logging expenses against it. If you do not include this field in your project import file, this field will automatically be set to Y. |
| Allow Custom | This is the field for controlling whether or not this project should be generally available for custom entry. | N | Available values for this field are Y and N. Y allows users who have access to this project to log custom entries against it. N blocks any users from logging custom entries against it. If you do not include this field in your project import file, this field will automatically be set to Y. |
| Allow Leave | This is the field for controlling whether or not this project should be generally available for leave requests. | N | Available values for this field are Y and N. Y allows users who have access to this project to request leave time against it. N blocks any users from requesting leave time against it. If you do not include this field in your project import file, this field will automatically be set to Y. |
| Scheduled Start | This is the scheduled start date for this project/task. | N | Must be in YYYYMMDD format. |
| Scheduled End | This is the scheduled end date for this project/task. | N | Must be in YYYYMMDD format. |
| Scheduled Work | This is the amount of scheduled work in hours for this project/task. | N | Numeric integer. Cannot contain commas. |
| Budgeted Cost | This is the amount you budget for this project/task. | N | Numeric integer. Cannot contain commas. |
| Budgeted Revenue | This is the amount of revenue or return you budget for this project/task. | N | Numeric integer. Cannot contain commas. |
| Budgeted Profit | This is the amount of profit you budget for this project/task. | N | Numeric integer. Cannot contain commas. |
| Budgeted ROI | This is the percent return on investment you budget for this project/task. | N | Numeric integer. Cannot contain commas. |
| AutoAdd | Is this project/task automatically added to new Groups ? | N | Must be a capital "Y" for AutoAdd. Capital "N", blank, or any other value is not AutoAdd. |
| Groups | What Groups should the projects/tasks be added to? | N | Name of each Group that the Project should be added to. Comma-delimit multiple Group names in the field, and then surround the field with double-quotes, like this "G1, G2, G3". |
| Project State | State of project/task. | N | State is a Custom Field for text values. You can manage Custom Fields under Configuration-->Custom Fields. |
| Priority | Priority of project/task. | N | Priority is a Custom Field that is a dropdown selection. The value specified for each record must match the value of one of the choices in the dropdown selection exactly . You can manage Custom Fields under Configuration-->Custom Fields. |
| Project Bill Rate | Bill Rate of project/task. | N | Numeric value without a currency character ($ or £). Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal. If you are using the Rate Manager Module and Project Rates, then this field must be populated. |
| Project Bill Rate Type | Hourly, monthly, annual, etc. | N | Project Bill Rate Type is a Custom Field that is a dropdown selection. The value specified for each record must match the value of one of the choices in the dropdown selection exactly . You can manage Custom Fields under Configuration-->Custom Fields. If you are using the Rate Manager Module and Project Rates, then this field must be "Hourly". |
| Project Pay Rate | Pay Rate of project/task. | N | Numeric value without a currency character ($ or £). Cannot contain commas, but can contain a decimal point and two numbers to the right of the decimal. If you are using the Rate Manager Module and Project Rates, then this field must be populated. |
| Project Pay Rate Type | Hourly, monthly, annual, etc. | N | Project Bill Rate Type is a Custom Field that is a dropdown selection. The value specified for each record must match the value of one of the choices in the dropdown selection exactly . You can manage Custom Fields under Configuration-->Custom Fields. If you are using the Rate Manager Module and Project Rates, then this field must be "Hourly". |
| Any Custom Fields that you add to your projects/tasks can be imported in this file. Just add a column for each field that you want to import. The Header must exactly match the name you gave the field. The field size was determined when you created the field. You can manage Custom Fields under Configuration-->Custom Fields. Values for Custom Fields will always be imported, even if blank, unless the value found in the field is the special string "JX_NO_MODIFY" (without the quotes). | |||
| childreninherit | Do new child projects/tasks inherit the dependency settings? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| currentlyactive | Is this approval process currently active? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifychildreninherit | Do new children Projects inherit the approval process? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| You can add as many approver levels as you would like, just add columns and change the L# to 3 or 4 or 5 as appropriate. | |||
| ApproverL1 | Primary Level 1 Approver for this Project | N | Either the username or full name of the approver. |
| BackupApproverL1 | Backup Level 1 Approver for this Project | N | Either the username or full name of the approver. |
| ApproverL2 | Primary Level 2 Approver for this Project | N | Either the username or full name of the approver. |
| BackupApproverL2 | Backup Level 2 Approver for this Project | N | Either the username or full name of the approver. |
| notifyuserrejectenable | Enable user notification of rejection? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifyuserrejectsubject | Subject line for user rejection notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyuserrejecttext | Message to be sent to the user if this project is rejected. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproversrejectenable | Enable other approver notification of rejection? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifyapproversrejectsubject | Subject line for other approver rejection notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproversrejecttext | Message to send other approvers if this project is rejected. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyuserapprovalenable | Enable user notification of project approval? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifyuserapprovalsubject | Subject line for user approval notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyuserapproval | Message to be sent to the user when this project is approved. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproversubmitenable | Enable approver notification of project submit? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifyapproversubmitsubject | Subject line for approver notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproversubmittext | Message to be sent to the approver when queued for approval. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproverresubmitenable | Enable approver notification of project resubmit? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifyapproverresubmitsubject | Subject line for approver resubmit notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifyapproverresubmittext | Message to be sent to the approver when queued for approval. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifybackupapproverenable | Enable backup approver notification? | N | "Yes" or "No" are the only valid choices. Blank equals "No". |
| notifybackupapproversubject | Subject line for backup approver notification. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifybackupapprovertext | Message to be sent to the backup approver. | N | You may use tricky tags. For more information about trick tags, see the Sheet Approval Plan section of this manual. |
| notifybackupapproverwhen | Notify backup approver this many days after a timeperiod if the timesheet is submitted, but is not yet project approved. | N | Numeric integer. Cannot contain commas. Maximum value is "99". |
| queuebackupapproverwhen | Add to backup approver's queue this many days after a timeperiod if the timesheet is submitted, but is not yet project approved. | N | Numeric, whole number. Cannot contain commas. Maximum value is "99". |
| showallrecs | Show approvers full sheet? | N | This option is available only in Journyx PX 5.0m3 and later. "Yes" or "No" are the only valid choices. Blank equals "No". |
Just as in the application itself, hiding a Project will remove it from all Groups. If the Project was previously hidden (defined as not being a member of any Group) and gets set to either "LR" or "RO", then it is added to the All Group only (no other Groups).
The Visibility
column is handled before the Groups column. This means that if you set a Project
to "hide" and then go ahead and specify some Groups, first it will
be hidden, and then it will be added to the specified Groups, which effectively
unhides it. (Though it will still show up as "RO" on the Projects
screen.) The Import Results screen will say "Project Foo is hidden"
and then it will say "Project Foo added to Group Bar".