Milestone Property Import Fields
Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.
Click here to view the article detailing how to import items/objects using Excel.
PSA Microsoft Excel Import Template: Milestone sheet
This article is designed to facilitate the smooth import of Milestone into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Milestone imports.
Let us delve into the key fields and empower you to efficiently transfer your Milestone data into PSA.
Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.
| Milestone Property Import Fields | Definition |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the project import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Milestone is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Milestones being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Task using Excel Import. |
| Project_Name* | Name of the Project (required field) |
| Project_Code* | Project Code (required field) |
| Name* | Defines the Name of the Milestone (required field) |
| State | Defines the State of the Milestone. |
| Target_Completion_Date | Milestone Target Completion Date Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737 |
| Status | Defines the Milestone Status. Note: Enter GREEN, YELLOW or RED. |
| Completion_Type | Defines the Completion Type of the Milestone. Possible Values:
- Date - Stage |
| Description | Description of the Milestone |
| WorkType* | Name of the Work Type. Note: Required when Is_Billing_Milestone is set to 1 (Yes). |
| Charge* | Name of the Charge (required field) Note: Required when Is_Billing_Milestone is set to 1 (Yes). |
| Is_Billing_Milestone | Defines whether or not the Milestone is a Billing Milestone. Note: Enter 1/0 for Yes/No. |
| Exclude_From_Invoice | Defines whether or not the Milestone is Excluded From Invoice. Note: Enter 1/0 for Yes/No. |
| Billing_Date | Billing Date of the Milestone. Note: Set column format to Date ( MM/DD/YYYY). |
| %Complete | 0 to 100 (whole numbers) |