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.
- 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.
- Choose the file created above.
- Enter your initials or some identifier in the File Identifier field.
- 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.