Create project from CSV

Owned by Karina Zoin
Last updated: Feb 02, 2024
2 min read

As a user, you can create a bulk of projects from CSV by using a project template once the administrator configures the required permissions for you.

Perform the following to create a project from a template:

Navigate to Apps > Create project from CSV from the top horizontal menu. Create project from a CSV model page will open.

Create project from CSV menu option is visible only when an administrator grants you the required permissions.



Click Download sample csv to get sample CSV file:                

      

  Fill the downloaded CSV and click Upload Csv and upload the file:

      


Once projects got created you will get a confirmation screen: 

     

Browse link to navigate to a newly created project.

Administer link to navigate to the settings of the newly created project for further project configurations.

Close to close the window.

Back to navigate to the previous page.



Error screen for invalid files and invalid CSV columns:

     

     



When a project is created using a Delegated Project Creator template, it is listed in the Project Creation Report page.



Need more help? Contact our support team.