1. Upload a Deliverable
1. From the ‘Project Dashboard’ section, click on the Name of the Project that you want to manage.
2. Click ‘Deliverables’ tab from the sidebar and then click the ’Upload Deliverable List’ button.
3. Click on the ‘Attachment’ field and attach a CSV Deliverable list file. Then click ‘Import’ button. Once done, the Deliverable file will be imported successfully and will be redirected to the Homepage with the Deliverables in file displayed.
Note: This action sends an Email Notification to all users that are set to receive a notification for a Deliverable Added. Also, action is added to the Project Notifications and Overall Notifications Log.
Import CSV Data Validation:
- Deliverable Name – Any string of characters that can be inputted
- Phase – Chosen project phase based on list of project phases being setup in the company. Any input other than this will not be accepted.
- Work Stream – Chosen work streams based on list of work streams being setup in the company. Any input other than this will not be accepted.
- Accountable Team – Chosen department based on list of department being setup in the company/ project. Any input other than this will not be accepted.
- Assigned To – Chosen user assigned to action based on list of users involved in the project/ company. Any input other than this will not be accepted.
- Due Date – Date Format should be in DD/MM/YYYY. Date should be within the Start Date and End Date of the project. Any input other than this will not be accepted.