Milestone_Import_bulk_template.xlxs
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) |
PredeterminedBilling_Import_bulk_template.xlxs