Bulk creation of sub-projects milestones within a tranche
=========================================================

This section outlines the procedure for creating sub-projects milestones in bulk within a given tranche by means of a CSV file. 

.. warning::
   Your account must have Tranche Manager permissions to perform this operation. You can check that in your user profile section.


Follow the steps below to complete the process.

**Prepare a sub-projects milestones CSV file**
----------------------------------------------

   Write an Excel file as per the screenshot and save it in UTF-8 CSV format.
   
   .. figure:: _static/csv_milestones_Excel.png

   The columns fields represent:

   * ``Project``: The FFplus sub-project ID.

   * ``Name``: Name of the milestone to be added.

   * ``Description``: A brief explanation of the milestone to be added.

   * ``Line``: It specifies the kind of milestone to be added. There are the following ones:

        - ``F``: Financial.

        - ``T``: Technical.
        
        - ``O``: Other.
        
        - ``D``: Deliverable.
        
        - ``R``: Final report.
        
        - ``M``: Meeting.

        - ``I``: Internal.

   * ``ExpDate``: Deadline of the milestone to be added. It can be specified by M<X>, m<X>, <X> (with <X> being the sub-project month number) or by a date in the format YYYY/MM/DD, including the slashes. 

   * ``ResourcesReq``: The resource required to complete the milestone. There are the two following options:
           
         - ``Links``: If the milestone requires a link to a document in the BSCW repository to be completed. By default if ``ResourcesReq`` is left blank.

         - ``None``: If the milestone requires no link to be completed. 


   You can also prepare the CSV manually in a notepad.
   
   .. figure:: _static/csv_milestones_worpad.png

   

   .. warning::
      * The server expects a file with ``Project``, ``Number``, ``Description``, ``Line`` and ``ExpDate``  columns.
      
      * The ``ResourcesReq`` column is optional. If omitted, all the milestones created will require a link to a document in the BSCW repository to be completed. 

      * The file should include one row per sub-project milestone. 

      * Please do not use commas or semicolons in data to prevent parsing errors.

**Find the destination tranche**
--------------------------------

   Access the app as a tranche manager, go to the desired tranche and click *Add milestones in bulk* on the left side menu.
   
   .. figure:: _static/csv_milestones_add_button.png

**Select a CSV to preview the action and confirm**
--------------------------------------------------

   In the form that appears, select the CSV you have created on your computer. Check that milestones entries in the table are OK and if 
   you agree confirm their creation by clicking the “Upload sub-project milestones file” button. 

   .. figure:: _static/csv_milestones_modal_with_file.png

   .. note::
      You can select another file and the preview will be regenerated. If you have made corrections in the same file you initially 
      chose and have kept the name, first clean the preview with “Clean table” and then choose again the same file already corrected.

   
   If the upload is successful, a confirmation message will appear.
   
      .. figure:: _static/csv_milestones_modal_confirmed.png

**Check the result**
--------------------

   Refresh the page and all the uploaded milestones will appear in the projects status calendar. 

   
      .. figure:: _static/csv_milestones_updated.png