VISION: Import Initiatives

**Note: Users can upload up to 100 initiatives at a time with this feature.

Navigation

• Log in to the application

• On the left navigation menu select Manager Portfolio

• The sub-menu will expand and user will select Import Initiatives

Import process

• User will first download the VISION Project Template

• User will put their initiatives into the template

• Users must provide a title on every initiative

  • User can provide synopsis, problem and solution

    • If synopsis, problem and solution are not provided there will be filler content added to the section which states:

      • Content was not provided when this initiative was uploaded. Please edit the field to change the content.

  • User will provide a user’s email in the lead user field

    • User will provide a user’s email in the lead user field If the lead user email provided is not in VISION it will default to the user submitting the initiative

    • Upon upload there can only be one lead user and additional team members can be added once submitted

• Once initiatives are in the template and ready to be uploaded, the user will select the organization that the initiatives will be submitted to

• User will then upload the CSV

• Once file is selected user will click the Upload button

Review Import

• User can review the initiatives being submitted

  • If the team lead was not found then the initiatives will default to the user submitting the initiatives

  • If the synopsis, problem and solution were provided there will be a check mark under each category

  • If the synopsis, problem and solution were not provided it will not have a check mark