Import Matrix: Projects and Tasks – Workamajig

Technical Documentation

NOTE: This is currently the guide for the classic import interface.

We recommend that if you are importing projects to then use the "Copy Tasks from Project Number" column in your import vs trying to import each unique task. This allows for ease of importing and consistency of data.

For example, you could have an import table with the following headers fields and the next row(s):

Project Number, Project Name, Copy Tasks from Project Number, Etc...
15-ABC-0001, Fancy Add, T-AddTemplate, Etc...

The key here is to not add any line detail (Tasks) to the import file, only project header data. This way all task details (workflow) are coming from the pre-defined template.
Also note that certain fields are unique, such as Project Number. So you cannot import a project number if its already is use on an existing project in Workamajig.

NOTE: Import of Task Predecessor- within the schedule the predecessor is set using the Line number. For the import of this setting you must use the Task ID of the predecessor, NOT the line number.

Other Examples

If you want to import completed projects for reference only:

Then create a project template that has only one tasks with track budgets and expenses enabled.
Use the Copy Tasks from Project Number in your import for all projects.
This will then create one task on each project you import, ready to have time and expenses entered against it if need be.

If you want to import you current active work:

Either use the same process above, or create project templates first that define your work.
If using the one task method, just have users enter their time to the one task for that project only. Then new projects going forward will have the full process.
If wanting more tasks and you have your project templates ready, then you can copy from those full schedule templates. Then after importing, simply mark the tasks done until you are at the current task in the schedule.

Available Fields

*[KEYUSER1] User ID
*[KEYUSER2] User ID
*[KEYUSER3] User ID
*[KEYUSER4] User ID
*[KEYUSER5] User ID
*[KEYUSER6] User ID
Account Manager User ID
Account Team
Anyone to Charge Time
Auto ID Task
Billing Group Code
Billing Manager
Billing Method
Billing Status ID
Campaign ID
Class ID
Client ID
Client Project Number
Closed
Copy Estimate
Copy Tasks from Project Number
Currency
Description
Division Name
Do Not Post WIP
Due Date
Expenses Not Included
Flight End Date
Flight Interval (D/W/S)
Flight Start Date
Get Rate From
GL Company
Grant Contact Access Automatically
Hourly Rate
Invoice Layout
Model Year
Next Steps
Non Billable
Office
Opportunity
Primary Contact Full Name
Product Name
Project Color
Project Name
Project Number
Project Request ID
Project Status ID
Project Type
Rate Sheet
Retainer
Scheduling Direction
Segment Name
Start Date
Status Notes
Title Rate Sheet

Matrix

Field Name	Key Field	Required	Valid Values	Table Validation	Table	Field Validation	Comments
Office		Yes, see comments		Yes	Offices	Office ID	if Require Office in G/L Tracking Options is active
Account Team				Yes	Teams	Team Name
Actual Complete			Must be a valid Date
Actual Start			Must be a valid Date
All Timesheets			Yes No
BO Commission			Numeric
Billing Item ID				Yes	Billing Items	ID
Billing Status				Yes	Billing Status Codes	Status ID
Budget Task ID		Yes	0 – if not a budget/expense tracking task 1 – if task is a budget/expense tracking task
Campaign ID				Yes	Campaign	Campaign ID
Class ID		Yes if Require Class in G/L Tracking		Yes	Class	Class ID
Client ID	Yes	Yes		Yes	Company	Client ID
Client Project Number
Closed			Yes No
Constraint			As Soon As Possible Must Start On Must Finish On Finish No Earlier Than Finish No Later Than Start No Earlier Than Start No Later Than
Constraint Date			Must be a valid Date
Copy Estimate			Yes No
Copy Files			Yes No
Copy Tasks from Project Number			Yes No
Description
Due By Comment
Due Date			Must be a valid Date
Duration			Numeric
End Time
Flight End Date			Must be a valid Date
Flight Interval (D/W/S)			D W S
Flight Start Date			Must be a valid Date
GL Company		Yes, see comments		Yes	GL Companies	Company ID	If Require GL Company is selected in the GL Tracking Options table then this field is required
Grant Contact Access Automatically			Yes No
Hide from Clients			Yes No
Hourly Rate			Numeric
IO Commission			Numeric
Markup			Numeric
Non Billable			Yes No
Account Manager				Yes	Employee	User Full Name
User ID				Yes	Employee	User Full Name
Opportunity				Yes	Opportunities	Opportunity Name	Must be a valid Opportunity Name for Client
Original Complete			Must be a valid Date
Original Start			Must be a valid Date
Percent Complete			Numeric
Plan Complete			Must be a valid Date
Plan Start			Must be a valid Date
Predecessors				Yes	Task ID	Task ID	Must be a valid Task ID for Project
Primary Contact Full Name				Yes	Contacts	Contact Full Name	Must be a valid Contact for Client
Priority			High Medium Low	Yes			Can only be used on Tasks where Track Budgets and Expenses is blank or No
Project Color
Project Name		Yes
Project Number		Yes
Project Request ID				Yes	Project Request	ID	Must be a valid Project Request ID for Client
Project Type				Yes	Project Types	Project Type
Scheduling Direction		Yes	From Project Start From Project Completion	Yes
Segment Name		Yes if “Use Multiple Segments” is selected on Campaign		Yes	Campaign Segments	Segment Name	Must be a valid Segment for the Campaign ID
Show Description On Estimate			Yes No
Show On Calendar			Yes No
Show on Schedule			Yes No
Start Date		Yes	Must be a valid Date
Start Time			Numeric
Status				Yes	Project Status Codes	Status ID
Status Comments
Status Notes
Summary Task ID
Task Description
Task ID
Task Name
Task Type			Summary Detail S D
Tax 1 Applies			Yes No
Tax 2 Applies			Yes No
Time Zone Index
Track Actual Separately			Yes No
Track Budgets and Expenses			Yes No
Work Any Day			Yes No