2. How to Import projects via Excel

Start by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select reports.

Choose "Program" from the sub-navigation, scroll, and select "Project Summary Export."

Export the data to Excel by choosing the Excel format from the drop-down menu.

Open the file in Excel, providing a row-by-row summary of project information, including budget, fee, and dates.

Enable editing in the Excel file to initiate updates.

Update various aspects of the projects, such as addresses, budget information, and additional details.

After completing the updates, select the data range and copy it.

Return to UniPhi, switch from reports to summary, and click "Import" as we updated cost information.

Select "Cost" from the drop-down list and paste the copied information.

UniPhi automatically identifies categories, but each column needs manual verification for correct mapping.

Select the relevant fields (e.g., project name, budget information) from drop-down lists to map them.

Ensure proper mapping for forecasted finish date.

UniPhi matches the imported Excel data to projects via the project ID number.

After updating all required fields, click "Import."

UniPhi automatically updates existing projects and creates new ones where needed.