In PlusPort you can link required certificates to projects. To import these project required certificates, follow these steps:
Go to Management > Management > Imports
Click on Project required certificates
Download the example file by clicking the 'Download Template' button.
Open the Excel file 'projectCertificates_template.xlsx'. All four columns are mandatory.
Field explanation:
- Action: In this field you indicate whether the certificate should be removed as a required certificate for projects, or whether it should be added.
Save the file and click 'Import'
Click the 'Browse' button and then 'Save'.
An error log is generated when data is missing or incorrect. Click on the three dots and then on 'Failed' to download and view the log. The last column of the file shows the reason why the import failed.
The right you specifically need for this import:
'Beheer_imports_benodigde_bewijsstukken_project'