The below illustrates single and multiple Projects with associated Classifications, Team Members, and Tasks. Examples do not include all critical columns. Note, the ‘Create records’ action at the header for each Project.
Scenario 1
A single Project with two Classifications, two Team Members and two Tasks:
Note: Tasks from the project template will be copied to the new project when it is created.
Header Upload Action
Header Details
Classifications Action
Classifications Details
Team Member Action
Team Member Details
Tasks Action
Tasks Details
Create records
...
1
1
1
2
2
2
Scenario 2
Two Projects with associated Classifications, Team Members and Tasks:
Header Upload Action
Header Details
Classifications Action
Classifications Details
Team Member Action
Team Member Details
Tasks Action
Tasks Details
Create records
...
1
1
1
2
2
2
Create records
...
1
1
1
2
2
3
3
Scenario 3
Two Projects – one project with associated Team Members and Tasks, no Classifications. Another project with associated Team Members, no Classifications and no Tasks:
Header Upload Action
Header Details
Classifications Action
Classifications Details
Team Member Action
Team Member Details
Tasks Action
Tasks Details
Create records
...
-
-
1
1
-
-
2
2
Create records
...
-
-
1
-
-
2
-
-
3
-
-
Once all the Project information is entered, the upload process can be initiated. For details on uploading refer to the Upload section of the Common Documentation.
Successful uploads will return ‘Accepted’ statuses.
Rejected uploads will return messaging from the web service. More information on how to reprocess these records is here.
