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Import from another project of core tasks and final tasks for external calculation

Here we show you how to transfer information from another project to save time during assignment.

Niklas Beese avatar
Written by Niklas Beese
Updated over 6 months ago

In this article, we will show you

  • How you can transfer already defined assignments of expense types and core tasks to other projects


Explanatory video

Video (translated with AI)

Timestamps

0:00 - Introduction

0:10 - View the data before importing from another project

0:50 - Select the project to import from


Step-by-step guide:

Import assignment of expense types and core task

  1. Click on the menu at the top left and select Calculation.

  2. You can now open the external calculation by selecting External below the menu bar.

  3. Here, in the external calculation, you will see an overview of all project-relevant items. These are not initially assigned to an expense type and it has not yet been decided whether they are core or final tasks.

  4. You can determine the information individually or import it from another project if it is identical. All projects in which you have already worked with specter are displayed in the "Import from another project" bar.

  5. Select the desired project, click on the green arrow next to the field and save your settings.

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