Project Wizard

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  • Upload Projects and Associated Information

Upload Projects and Associated Information

 
Each ribbon available in Project Wizard has four options for uploading Projects and their associated information. 
 
Each ribbon can:
 
 
The upload options for each ‘Wizard Mode’ will differ in scope.  These are the different ‘Wizard Modes’ and their upload options:
 
Project Wizard Ribbon:  Uploads ALL the sections information for the selected project(s) except for Assets and Asset Assignments.  These will need to be uploaded using the ‘Assets’ and ‘Asset Assignment’ ribbons as the project needs to have been created before Assets can be assigned.
 
 
 
Deliverable Actions:  Only uploads Deliverable Actions information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Assets:  Only uploads Asset information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Asset Assignments:  Only uploads the Asset Assignments information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Billing Assignments:  Only uploads the Billing Assignments information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Billing Overrides:  Only uploads the Billing Overrides information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Cost Codes:  Only uploads the Cost Codes information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploading using this mode:
 
 
 
Deliverables:  Only uploads the Deliverables information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Deliverable Assignments:  Only uploads the Deliverable Assignments information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Planning Resources:  Only uploads the Planning Resources information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Program Links:  Only uploads the Program Links information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Tasks:  Only uploads the Tasks information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Tasks Progress:   Only uploads the Tasks Progress information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Task Physical Percent Complete:  Only uploads Task Completion Percentages used by the Billing module for invoice generation for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
 
Transaction Controls:  Only uploads the Transaction Controls information for the selected project(s).  Any other information on the worksheet for the same project(s) will not be uploaded using this mode:
 
 
Refer to section: