Bulk Upload
Use Bulk Upload to get started or migrate from another system. The screen validates each row, shows clear errors, and holds everything in a draft until you commit.
What you can upload
| Type | Supported |
|---|---|
| Services | Yes |
| Engagements | Yes |
| Library entries (Finance, Performance, Capacity, AI) | Yes |
| Templates and template items | Yes |
| Contracts and contract terms | Yes |
| Hours | Yes |
| Finance actuals | Yes |
| KPI results | Yes |
| AI usage records | Yes |
The upload flow
- Pick what you are uploading.
- Download the template. It has the right columns and example rows.
- Fill it in.
- Upload the file.
- Review the validation report. Errors show row numbers and reasons.
- Fix errors in the file or in the draft view.
- Click commit. The data lands in your live workspace.
Nothing changes in your live data until you commit.
What gets checked
| Category | Example |
|---|---|
| Format | Missing required column, wrong type. |
| Reference | A library entry that does not exist. |
| Permission | Uploading to an engagement you do not own. |
| Business rule | Plan period before engagement start date. |
Drafts
Validated but uncommitted files sit as drafts. You can:
- Resume a draft.
- Discard a draft.
- Compare it to existing data before commit.
Tips
- Upload services and library entries first. Engagements and templates depend on them.
- Use the downloaded template. Column order matters.
- During a migration, upload one period at a time so issues are easy to spot.