1. Schedule Default Assignments with CSV import
Outside date valuations there are a number of default setting applied to tasks should the user elect or fail not to include optional fields in the CSV import file:
PROJECT FOCUS HQ Field Names | Pipeline | Execution |
Mark as Project Milestone | N/A | Yes (0 effort) No (>1) |
Mark as Portfolio Milestone | N/A | No |
Mark as An Activity | N/A | No |
Mark as Deliverable | N/A | No |
Project Phase | N/A | Project Overview (only if marked as deliverable) |
Effort | 0 | 0 |
Effort Unit | Days | Day |
Manually Scheduled | No (Manual) | No (Manual) |