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Atlas Goal updates

Cat Jowett

Hi,

Our SLT are asking

1. Is there a way to bulk upload Goals and Sub-goals to Atlas?

2. Is it possible for the status of projects associated with a sub-goal to update the status of the sub-goal and for the sub-goal statuses to update the goal status?

eg 3 projects are associated with a sub-goal, 2 are on target and 1 is at risk so the sub-goal status would show worst case, at risk, in this instance.

Thanks

Cat

Accepted answers

Simi S

Hey @Cat Jowett thanks for these questions:

The timeline is not certain, but we're currently investigating a .csv importer for goals. Would that work for the bulk upload?
We don't currently support this, but it is feedback we get from time to time and something for the team to consider. Would you want this automatic / calculated rollup of status to apply to all goals by default, or only when specified?

All comments

Simi S

Hey @Cat Jowett thanks for these questions:

The timeline is not certain, but we're currently investigating a .csv importer for goals. Would that work for the bulk upload?
We don't currently support this, but it is feedback we get from time to time and something for the team to consider. Would you want this automatic / calculated rollup of status to apply to all goals by default, or only when specified?

Cat Jowett

Hey,

Thanks for getting back to me:

1. Yes, in this case a .csv uploader would do the job.

2. The option would be good, although I suspect by default we would roll up.

Charlie Reynolds_8vdhgz

interacting in a list view would be good too e.g. similar to Issues/bulk features in JIRA software

Stefan Joerer

I also would appreciate option 2

Enrique Gutierrez_gz4ptc

Any updates on the bulk importing?

A lot of managers end up creating ad-hoc excel files of hell for high-level visibility, and it would be easiest to make an initial load of data via such a bulk import tool

Tomáš Petržilka_giz5s7

the same on my side

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