Upload a Project
Overview:
Once a project is added, the functional hierarchy and progress workflow definitions* can be uploaded in bulk from an Excel .xlsx file. To download the structure:
Open the project in Ready and select the ⋮
From the drop down, select "Download Template"
Fill out the template, ensuring the Project name and Code entered match the project in Ready
To upload the project:
Open the project in ready and select the ⋮
From the drop down, select "Upload Structure"
Select the file from the popup and press OPEN
If the document has missing required fields or is incorrectly formatted an error message will display. Please see the "Troubleshooting Project
Upload" for further information.
*at this time, to upload progress workflow definitions, ask your Hatch contact for assistance