The video below demonstrates how to import multiple divisions and phases to a project via a CSV Import.
In order to import your divisions and phases at once:
Click on the ‘Division & 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 |
Division Number | Each division requires a number, must be between 0-99. | This is a required field for upload. |
Division Name | The division name | This is a required field for upload. |
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. If there are any errors amend the CSV accordingly and resave it, then start the upload again.
Click on 'Upload'
Click on 'Finished'
