Portfolio Upload
Bring in a project list from a spreadsheet. Pick the file, check how its columns match PMO fields, review the rows, then import.
1. Choose a file
CSV or Excel (.xlsx). The first row must hold the column names.
2. Match columns
| PMO field | Column in your file |
|---|
3. Review rows
| Row | Name | Project Stage (Status) | Priority | Budget | Actual Progress | Issues |
|---|