Jobs
Business Value
Allows you to import jobs from text for Excel. This feature is useful - especially when integrating with external project or service management systems.
Feature Details
You can access the Job Import from the Jobs list. The app supports updating existing jobs with new information and creating new jobs. The app can create new jobs using pre-configured template jobs with a default budget. The template jobs will contain tasks and planning lines that get copied to the new jobs.
Settings
Update Method
| Value | Description |
|---|---|
| Add | Add new records only. |
| Update/Add | Add new records and update existing records. |