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Status Shipped
Workspace PS Web App & Platform
Categories Budget & Cost Management Settings & Administration
Created by Guest
Created on Mar 22, 2019

RELATED IDEAS

Projectsight Budget Code lookup group Import feature

Enhancement description:

Budget Code Lookup Groups can't be imported in Portfolio or Project settings Record Settings area. These lookup lists take a while to input manually and an import feature would be very helpful

What are we trying to accomplish?

Speed up setup process for Budget Code Lookup Groups

How is the lack of functionality affecting us?

It takes a long time to manually input each lookup group item

Suggested implementation:

Have a spreadsheet export/import option on the page, the export would be a formatted spreadsheet containing required fields for the user to fill in. They would then import this.

Describe any workarounds?

Manual entry one by one.

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