Export and import lookup lists

You can export lookup lists where you can add new items to a lookup list, delete existing items, or re-order your list.

  • Rename lookup list items in the web application rather than through the Excel import sheet so that the items update in any records that use them. See Example: rename lookup list items in ProjectSight for more information.
  • Record and field permissions are checked when you export lookup lists to an Excel file and when you import the file into ProjectSight.
  • The Excel file can only be imported into the portfolio that it was exported from.

When you import the Excel file back into ProjectSight:

  • New lookup items are added.
  • Deleted lookup items are removed from lookup lists.
  • Reordered items are reflected in the lookup lists

Record and field permissions are checked when you export lookup lists to an Excel file and when you import the file into ProjectSight. The Excel file can only be imported into the portfolio that it was exported from.

The Excel file can only be imported into the account that it was exported from.

  1. In the portfolio settings, open the lookup list settings.
  2. On the navigation toolbar, select (Import/Export) > Export to Excel.

    The existing lookup lists are downloaded in an Excel file.

  3. Open the Excel file.
  4. On the Lookups tab, add new, delete existing, or reorder lookup items.
  5. Save the Excel file.
  6. In ProjectSight, open the lookup list settings.
  7. On the navigation toolbar, select (Import/Export) > Update from Excel.
  8. Select the Excel file to import.