Excel template for importing initatives is missing fields

stats4sd / aec_portfolio

A proof of concept for the AEC Consortium Project Management / Assessment System

GNU General Public License v3.0

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Excel template for importing initatives is missing fields #89

Closed emilynevitt closed 1 year ago

emilynevitt commented 1 year ago

The excel file downloaded from the 'import initiatives' page is missing some fields that are required on the web form, such as the funding source and geographical region and country. It also includes an incomplete second example row.

dave-mills commented 1 year ago

2 parts:

[ ] for init. level data - check and add missing fields (is own funds or external funding?)
[ ] "quick" fix for multi-level data is to add instructions to users:
- add initiatives with "core" info in the Excel template;
- upload/ import
- add extra details (locations, funding sources etc) in platform.

long term fix is to investigate adding multi-level data into excel template.