The Milestone_Import_bulk_template.xlxs bulk import template is used to create and edit existing Milestone schedules.
The basic format of the template is shown below.
NOTE: This template requires a header row. Delete the first four rows prior to saving as a csv file.
Milestone_Import template format (fields listed in order required by template)
Column |
Field Name |
A |
Proposal Number |
B |
Chart of Accounts code |
C |
Account Number |
D |
Milestone Number |
E |
Milestone Description |
F |
Milestone Amount |
G |
Expected Completion Date |
H |
Actual Completion Date |
I |
Active Indicator (Y or N) |
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