Work Types Property Import Fields
Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.
Click here to view the article detailing how to import items/objects using Excel.
PSA Microsoft Excel Import Template: Work Types sheet
This article is designed to facilitate the smooth import of Work Types into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Work Types imports.
Let us delve into the key fields and empower you to efficiently transfer your Work Types data into PSA.
Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.
| Work Types Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Work Type import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Work Type is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Work Types being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Work Type using Excel Import. |
| Name * | Defines the Name of the Work Type (required field) |
| Work Type _Parent_Name | Defines the Name of the Work Type under which a new Work Type is created/Work Type being modified or moved |
| Id | Defines the Work Type's ID |
| Type | TODO To-do
SIMPLE Simple MEETING Meeting ACCRUAL Accrual BREAK Break |
| Description | Description of the Work Type |
| Billable | Defines whether or not the Billable attribute is set at the Work Type level Note: Enter 1/0 for Yes/No. |
| Capitalized | Defines whether or not the Capitalized attribute is set at the Work Type level Note: Enter 1/0 for Yes/No. |
| Enable_ETC | Defines whether or not the ETC is enabled on the Work Type. Note: Enter 1/0 for Yes/No. |
| Funded | Defines whether or not the Funded attribute is set at the Work Type level Note: Enter 1/0 for Yes/No. |
| Payable | Defines whether or not the Payable attribute is set at the Work Type level Note: Enter 1/0 for Yes/No. |
| RandD | Defines whether or not the R&D attribute is set at the Work Type level Note: Enter 1/0 for Yes/No. |
| Is_Placeholder | Defines whether or not the Work Type is a placeholder Note: Enter 1/0 for Yes/No. |
| Is_Suspended | Defines whether or not the Work Type is suspended Note: Enter 1/0 for Yes/No. |
| Color | Hexadecimal color code defining the Work Type Example: #00ff66 |