If you have a project editor role, you can upload the financial information by using a template file. To upload the financial data, perform the following steps:
- Select Projects in the left menu column
- Select the project that you want to edit.
- Click on the project number to open it.
- Browse to the tab “Financials”.
- Click the button “Load Financials”
- A new screen opens that will guide you through the upload process.
- Make sure you are using the template file.