Overview


Admins and users who have Upload Manager security permission will be able to use this feature. You can bulk upload COGS dates and milestones, and create projects in bulk using Excel template files and upload sales.



Upload Offtake Subscription Rate


Select the Settings Menu > Upload > Sales and Offtake Subscription Rate. A pop-up window will open. Download the template. 



Fill out the template by stating the project number(s) and subscription rates(s) in %, and upload the file in this pop-up window by clicking Browse, selecting your file and clicking OK


The subscription rates will be added to the Sales screen in Project Info.