Admins and users who have Upload Project Admin 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 Projects menu item under Upload, a popup will appear. Download the template.
Fill out all the mandatory columns highlighted in green. The other columns are optional. You can create any number of projects with the basic details filled in the provided columns and upload the Excel file. Once uploaded, if the data formats are correct, then the projects will be created. This way you can create projects in bulk.
