Custom Item Import

Just like our handy Project Task List Import via Excel, your Custom Items can easily be imported into Project Insight using 2 things - a saved report and and Excel file!

What is a Custom Item?

A Custom Item is a personalized form that any admin in PI can make - see more details on this article!

• A Custom Item can act as a Risk Register, Change Order form, or anything your team needs it to be

Step 1: Save the Report

Save a report for the Custom Item you want to import.

• Navigate to the Reports Home
• Scroll down to the Custom Items section that will provide which Item to report on
• Click on the Custom Item desired to report/import
• Run/Save a new report with the columns (fields) you want to import

Step 2: Import Custom Items

Now that your report is saved, you can import 1 or as many Custom Items as you need!

• On the saved report, click on the "Import" button on the top right

• Get your Excel file ready to match the columns with the columns on the report
• Upload the file!