Project Import Wizard

The Efficiency of Project Templates

With Klient’s Project Import Wizard, setting up new projects is faster and more efficient. This powerful tool lets you load and customize project templates, saving time and ensuring consistency across your projects. You can use the Project Import Wizard to start a new project from scratch or to add tasks to an existing project, making it versatile for different project stages.

The Project Import Wizard imports the following key elements:

• ✅ Project details
• ✅ Tasks with descriptions and estimated hours
• ✅ Checklist for structure and guidance
• ✅ Resource or placeholder assignments for accurate forecasting & rate management
• ✅ Task dependencies for easy manipulation and workflow control

Why Use the Project Import Wizard

🚀 Faster Project Setup
Skip starting from scratch—select templates you’ve built to launch projects with a solid, proven structure.

💡 Flexible Customization
Add multiple task levels, reorder bundles, and tailor templates to meet each project’s unique needs. This functionality effectively transforms the wizard into a project CPQ (Configure, Price, Quote) tool.

🔄 Consistency Across Projects
Templates provide a reliable foundation, aligning tasks, deliverables, and timelines with your standards, ensuring consistent quality in every project.

📈 Estimate Faster, Forecast Better
Drawing from past successful projects, you can scope and quote with ease, knowing it seamlessly feeds into your forecasts.

N Add the Klient Preload button to Global Actions → Publisher Layouts.
N The first time you use it, you may need to allow pop-ups for your Salesforce domain.
N Run it every morning or whenever your session times out.
N Once the tabs have loaded, right-click the leftmost tab and select ‘Close tabs to the right’ to close them all in one go.

The Anatomy of the Project Import Wizard

The Project Import Wizard has two main sections:

N Import Sources (left side): Organized under four tabs, this is where you’ll select your source projects.

N Project Ordering (right side): Displays projects selected from your source, where you can reorder them by drag and drop.

The first project highlighted in green becomes the template for the new project’s main details, including description, attributes, and rate card. Subsequent projects are loaded in order. You can import from four sources:

N Project Template: Start with a strong Project Template.

N Task Template: Combine multiple Task Templates to create a single project, and even insert a Task Template into an existing Klient Project. Task Templates are similar to Project Template but do not include any project-level parameters.

N Existing Project: Take any good running project. You might need to reset a few status and change resource to placeholder but it’s worth it to start with a good successful project.

N Klient Marketplace: Use our Klient Marketplace templates to jumpstart your use of Klient PSA. These templates—used by the Klient team over the years—help structure and streamline various business processes, making it easy to hit the ground running.

🔦 How We Do It at Klient

At Klient, we don’t just use templates for customer projects. We have templates for all major processes in our business. From Employee Onboarding to IT Onboarding & Offboarding, Customer Support, Software Development, and even our SOC2 Type 2 Control Matrix — we’ve built templates to streamline operations across the board. These are the same templates available to you in our Marketplace.

How to Use the Project Import Wizard

While you can use an existing project to start a new one, creating robust project templates allows you to refine and improve over time.

1- Build a Project Template
Set up a project with all relevant details—project attributes, tasks with descriptions and estimates, checklists, and placeholder resources. Organize it with parent sections, use caps lock, and add emojis in task names for clear identification.

2- Mark as a Template
On the project record, mark it as a template by checking:

N Project Template
N Task Template

3- Launch the Project Import Wizard
Access the wizard when creating a new project or through the Workspaces Action Menu to apply your templates.

With these steps, you’ll have a reusable template that evolves and improves with each iteration, helping you streamline project setup and maintain consistency across your projects.