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home/Academy/Integration/How to upload project financials
Popular Search:Getting Started, Configuration

How to upload project financials

33 views 0 31 januari 2019 Updated on 31 January 2019 jbrouckaert

If you have a project editor role, you can upload the financial information by using a template file. To upload the financial data, perform the following steps:

  • Select Projects in the left menu column
  • Select the project that you want to edit.
  • Click on the project number to open it.
  • Browse to the tab “Financials”.
  • Click the button “Load Financials”
  • A new screen opens that will guide you through the upload process.
  • Make sure you are using the template file.
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Popular Search:Getting Started, Configuration