Project Transfer
When institutions that do project-based work start using Workcube, they can transfer all their projects in bulk. Thus, project processes are imported into the system without the need to enter each project record one by one.
Path: Control Panel > System > Import > Project Transfer
Attention: There are three parts to be considered when preparing a project transfer file; The file must have csv extension, starred fields must be entered and the general format specified on the page must be followed.
Under the Project Management module, businesses can manage their projects. Since some businesses take on project-based work, they track and manage a lot of data, from the work of the project to its costs. Before using Workcube, such institutions keep their data through a software, Excel or similar method. Details of the projects they manage must be recorded in the established Workcube environments. This can be done in two ways; A record is opened for each project one by one and data is entered. This is a long and arduous process for businesses that have data from hundreds of projects. The second method is to prepare a csv file using the project transfer page and upload it to the system.

To prepare the transfer file, it is necessary to first examine the sample product file. Afterwards, the format details are examined and the available data is classified according to the fields. After this work, a csv file in the appropriate format is prepared and uploaded to the system.
If there is a missing or error in the file, the system gives a warning and the transfer process fails.
After this file is transferred to the system, it should be checked whether the transfer process is carried out correctly by going to the projects page.
Tip: You can learn the use of this page in detail by reading the article titled "Projects".
Feedback
It is used for project-based companies to collectively transfer their projects to the system.