• Using Bulk-add - For Admin users only
  • Add multiple initiatives, financial actions, and implementation plan activities. Ensure workstreams and custom attributes have been previously created through the Administration page.
  • Populate the grid or copy (Ctrl+C) and paste (Ctrl+V) multiple rows at once. You may download the below template table and use it as a reference to paste the required data.
{{appName}} structure: You can bulk-add new initiatives only to workstreams that already exist. Bulk-adds of financial actions or implementation plans are permitted exclusively for existing initiatives.
Workstreams
Initiatives
Financial Impact Actions
Implementation Plan Activities
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Bulk-add initiatives for only pre-existing workstreams. Initiative owners must be active users of the platform.
You have added {{ rowsSaved }} {{ rowsSaved > 1 ? 'initiatives!' : 'initiative!' }} View and edit the new initiatives in the portfolio grid.
{{ errorMessage }} Correct the errors noted in the table below and save changes to finish uploading the initiatives.
Show only rows with errors
Bulk-add only financial actions from existing initiatives.
You have added {{ rowsSaved }} {{ rowsSaved > 1 ? 'actions!' : 'action!' }} View and edit the new actions in the portfolio grid.
{{ errorMessage }} Correct the errors noted in the table below and save changes to finish uploading the financial actions.
{{ benefitsOrSynergiesText }}
Show only rows with errors
Cost to Achieve
Show only rows with errors
Bulk-add only activities from existing initiatives.
You have added {{ rowsSaved }} {{ rowsSaved > 1 ? 'activities!' : 'activity!' }} View and edit the new activities in the portfolio grid.
{{ errorMessage }} Correct the errors noted in the table below and save changes to finish uploading the activities.
Show only rows with errors