Mar 153 min1. How to Import a Chart of AccountsCreate Chart of Accounts through Import There are two methods for creating a chart of accounts. If your chart is large and comes from an...
Mar 141 min2. How to Import projects via ExcelStart by creating the necessary data. Access the Export to Excel option by going to the hamburger menu, navigate to reporting, and select...
Mar 131 min3. How to Import Resource Contact List To get started, go to the Resources module at the top Once you're in the Resources module, click on the "Import" option, and from the...
Mar 121 min4. How to Import Risk Registers1. Select the Risks module from the top menu and click on the Import button. 2. Make sure you Excel register includes the following...