The Projects tab lets you configure project relationships and their mapped columns in this interface. A checkbox is available to set the state to either retain projects or not when updating, copying or revising documents.

1. If retain value is turned on, update the related projects based on the Excel column value with the following behavior:
   • Blank – do nothing
   • Has data – the project is added to the given document with the given relationship
   • Not mapped – do nothing.
2. If retain value is turned off, first remove all the project relationships and then for those mapped projects, based on the Excel column value execute the following behavior:
   • Blank – do nothing
   • Has data – add the project to the given document with the given relationship.