Upload a Single Record/Project
Place your cursor anywhere on a row containing the record or Project you wish to upload. The columns selected are NOT important.
Choose the Create/Update option you wish to use from the Project Wizard ribbon e.g. ‘Create Only’, ‘Update Only’ or ‘Create and Update’.
(a) Upload Single Record - Within a specific Section (e.g. Task, Asset etc)
Choose the ‘Upload XXXXX for the Selected Project’ button on the ‘Project Wizard’ ribbon.
(b) Upload Single Project – All Sections
Choose the ‘Upload’ icon and select ‘Upload Selected Projects’ (illustrated below) on the ‘Project Wizard’ ribbon.
Important Note: There are thirteen Wizard Modes which hold the above button. Depending on the data which is required to be uploaded will depend on which ribbon button is selected. For example; if you select the button on the ‘Tasks’ ribbon ONLY the tasks on the row selected will be uploaded. To upload all sections for the Project (indicated by the cursor position) select the above button on the ‘Project Wizard’ ribbon. Note - However this will not upload the Asset or Asset Assignment records. This will have to be done using the ‘Asset’ and/or ‘Asset Assignment’ ribbons.
Refer to section: