Bulk import functions

Erica P Cochrane

• October 05, 2023 15:13

Can you please add activity Lead assignment and Start and End Dates for activities to the bulk import function? 

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  Miradi Support

  • October 05, 2023 17:14

  Thanks for this suggestion, Erica.

  Importing Assignment and Timeframe data for Activities is part of the broader suite of online work planning enhancements that we are currently exploring. If we go this route for importing work planning data, we would likely need a new import form, similar to the current import form for Expenses.

  If you were to design a spreadsheet for importing and/or updating work planning data for Strategies/Activities/Tasks, what additional data would you include in that spreadsheet? For example, following the current pattern for bulk importing data related to activities, would you want to be able to import the following data for all resource assignments associated with the activity, or just the lead resource?

  

   

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