OPUSKnowledge Base

How-to : Bulk import projects

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1. Quick Overview

Purpose: The OPUS bulk project importer enables administrators to efficiently import multiple projects into OPUS, streamlining the setup process and ensuring data accuracy.

2. Step-by-Step Instructions

  1. Download the Excel Import Template by clicking on the link: OPUSBulkProjectsImporterTemplate.xlsx.
  2. Fill in the required information in the Excel spreadsheet, including Project name, Description, Start Date, End Date, Estimated Job Count. Ensure all compulsory fields are completed.
    1. Columns with a Red Banner are considered Mandatory and must be captured
    2. Check the validation indicators in Column A to ensure data accuracy.
      1. Green indicates correct entries, while
      2. Red indicates incomplete or invalid entries.
  1. Once the spreadsheet is filled out, log in to OPUS as a user with the edit projects role click on the "Projects" section on the left menu panel.
  2. Click on the "Import Projects" button located in the “Actions” menu.
  1. Select the “Select and Import" button and open the Import sheet captured and select the bulk import file to import the projects into OPUS

3. Tips and Tricks

Best Practices: Double-check the data in the spreadsheet before importing to ensure accuracy.

Additional Resources

  1. Refer to the OPUS documentation or contact the support team.