Admins and users who have Upload Manager security permission will be able to use this feature. You can bulk upload COGS dates and milestones, create projects in bulk using Excel template files, and upload information for Sales.
After clicking on the Milestones menu item under Upload, a popup will appear. Download the template after selecting the milestone template.
In the Excel template you can upload a maximum of 10 project’s Milestone data. Start by replacing the project number XX-XX-XXXX with the actual project number, such as CA-20-0043. Then enter the start date and end date for each of the milestones. Only the columns which have the correct project number will be considered for upload. Only the cells which have milestone dates will be considered, others will be ignored. This means that if you did not enter dates for some milestones, but the project already had a date, then you do not have to worry, it will not get replaced. Only the milestone with both start and end dates entered will be considered for the data upload. Once all the data is updated and saved on the Excel template, you can browse for the file and click on the OK button to upload the data.
