The video below demonstrates how to import multiple phases to a project via a CSV Import.
In order to import your phases at once:
Click on the ‘Phase Upload’ button on the when viewing the project.
Download the CSV example file
Populate the CSV as per below table
Heading | Information required | Tip |
Phase Number | Each phase requires a number, must be between 0-99. | This is a required field for upload. |
Phase Name | The phase’s name | This is a required field for upload. |
Phase Budget | The phase’s budget | This is a required field for upload. |
Available on Mobile | Whether you want the phase available top mobile app users. | This is required. If missing ‘on' will be used. |
Phase Notifications | Whether you want to receive notifications regarding the phase. | This is required. If missing ‘on' will be used. |
Choose your prepared CSV file for upload
The software will check for errors and if any are found will describe the errors. Amend the CSV and save it, then start the upload again
Click on 'Upload'
Click on 'Finished'
