Milestone and Predetermined Billing Schedule Upload

Overview

Milestone and Predetermined Billing Schedules can be uploaded to create schedules en masse for several awards and accounts. 

Step 1 - Create your files

Following are links to the file formats for each schedule. Once you have added your data, delete the first 4 rows of text, leaving a row with column headers. Save the file as csv. Open the file in a text editor and delete any empty lines. 

FIle Formats

• Milestone Schedule: Milestone_Import_bulk_template.xlxs
• Predetermined Billing Schedule: PredeterminedBilling_Import_bulk_template.xlxs

Step 2 - Open the appropriate Upload page

The process is the same for uploading both schedules. Milestone Schedule Upload is used to illustrated the process. 

1. Choose the file created above.  
2. Enter your initials or some identifier in the File Identifier field.
3.  Click Add. The following screen is returned.

• If there are no issues with the loaded file, documents will be created for each schedule and will route to FINAL. 
• If there are problems and documents could be created and saved. The documents will be sent to your action list for resolution.
• If there were problems and documents could not be created, the issues with the file will be provided on the upload page.