Importing data using the Import Data template

You can import data by using a template (a Microsoft Excel file). You should keep the file size below 3 MB while importing data; files larger than 3 MB may not import successfully or may require multiple attempts.

To import data using the Import Data template

  1. Open the Workspace Workspace Module module.
  2. Select the Import Data tab.
  3. Enter project information into the template.
  4. After you are finished entering project data on the projects tab in the template, click Browse and choose the file on your local computer from which you want to import data.
  5. Click Upload and Check.
  6. Click Finish.