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How to Use the Bulk Import Tool

Bec Lee

Customer Education Manager

4:34

See how to use the bulk import tool to download and populate a template, then bulk import your plan data.

Transcription

Using the Bulk Reassignment Tool

Creating & Using the Endorsements Custom Field

Configuring Custom Fields: Budget & Resource Management

Configuring and Using Time Horizons

Admin User Orientation

How to Configure Custom Fields in Cascade

Metrics Library Walkhrough

Intro to Reporting with Cascade

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