--- title: "Portco User Experience: How to Bulk Upload Values Across Multiple Workflows" description: Upload data for several workflows at once in the portal, fix any upload errors and submit your data collection workflows for approval. --- [Skip to content](https://docs.atominvest.co/portco-user-experience-how-to-bulk-upload-values-across-multiple-workflows#main-content) English Show submenu for translations ![Screenshot 2022-05-21 at 17.03.25.png\]](https://docs.atominvest.co/hs-fs/hubfs/Screenshot%202022-05-21%20at%2017.03.25.png?height=50&name=Screenshot%202022-05-21%20at%2017.03.25.png) Open main navigation Close main navigation - English Show submenu for translations - Go to Atominvest Go to Atominvest This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Help Center](https://docs.atominvest.co/?hsLang=en) 2. [Portfolio Management & ESG](https://docs.atominvest.co/portfolio-management-esg?hsLang=en) 3. [Portco Portal Experience](https://docs.atominvest.co/portfolio-management-esg?hsLang=en#portco-portal-experience) # Portco User Experience: How to Bulk Upload Values Across Multiple Workflows ## This article shows portfolio company users how to find their data collection workflows, enter or upload their data, fix any errors and submit the workflows for approval.  **1. Find your workflows** 1. Once you are logged in, click **Data Collection** in the side menu **(1)**, or **Go to Data Collection** on the home page **(2)** 2. The Action Items list shows every workflow you are responsible for completing **(1)**, with its status and percentage completed **(2)** ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-52-5809-PM.jpeg?width=720&height=497&name=undefined-Oct-21-2026-04-55-52-5809-PM.jpeg) ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-53-0304-PM.jpeg?width=721&height=197&name=undefined-Oct-21-2026-04-55-53-0304-PM.jpeg) **Note:** each asset can have more than one workflow, and each workflow may ask for different metrics. Make sure you complete all of them. **2. Enter your data** There are three ways to complete your workflows: | **Method** | **Best for** | **Where to start** | | --- | --- | --- | | A. Manual entry | Adding a few values | Inside a workflow | | B. Upload one workflow | Many values for a single workflow | Inside a workflow, **Upload** | | C. Bulk upload | Several workflows at once | Action Items list, **Bulk Action** | **Method A: Manual entry** 1. Click into the workflow. It shows the metrics you need to submit 2. Click the **+** icon for the metric and period you want to complete 3. Enter the value **(1)**. If anything needs explaining, click **Add Comment** **(2)**. Then click **Submit** **(3)** ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-53-2579-PM.jpeg?width=720&height=261&name=undefined-Oct-21-2026-04-55-53-2579-PM.jpeg) **Tip:** check the units shown above the metric column (for example, "Figures in USD thousands") and enter your values in those units. ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-52-8014-PM.jpeg?width=686&height=394&name=undefined-Oct-21-2026-04-55-52-8014-PM.jpeg) Repeat for all required metrics and periods. **Method B: Upload one workflow** 1. Click into the workflow. It shows the metrics you need to submit 2. Click **Upload**, then **Download excel template** **(1)**. The template contains the metrics shown on screen 3. Fill in the template, then drag and drop it into the upload area **(2)** ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-54-1018-PM.jpeg?width=719&height=191&name=undefined-Oct-21-2026-04-55-54-1018-PM.jpeg) Use this method for metric types the bulk upload does not support, such as table arrays and attachments. **Method C: Bulk upload** 1. In the Action Items list, tick the workflows you want to complete **(1)**. Ticking a parent row selects all the workflows under it. Then open the **Bulk Action** dropdown **(2)** 2. Select **Upload Metric Values** and download the template 3. Enter your values in the Value column, then upload the completed template ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-53-8968-PM.jpeg?width=719&height=305&name=undefined-Oct-21-2026-04-55-53-8968-PM.jpeg) ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-54-2912-PM.jpeg?width=391&height=151&name=undefined-Oct-21-2026-04-55-54-2912-PM.jpeg) The template has one row per asset, scenario, metric, period and date in the workflows you selected. Any values already in the system are filled in, so you only need to add or change values. **Which workflows are included?** Only workflows that are Open, Overdue, Resubmission Requested or Submitted: Awaiting Review. Workflows that are Completed, Approved, Scheduled or Locked are left out, and you will see a warning when you download the template. **3. Fix any errors** The portal checks every value before anything is saved. It marks each value as New, Changed (with the previous value shown) or No Change. 1. If there are errors, the portal shows how many there are for each asset **(1)**. Click **Download Error Report** **(2)** to get your file back with an extra column explaining each error 2. Fix the rows marked with errors 3. Upload the corrected file 4. Check the values the portal shows, then confirm ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-53-4763-PM.jpeg?width=720&height=110&name=undefined-Oct-21-2026-04-55-53-4763-PM.jpeg) **Common reasons a row is rejected:** - A **value in the wrong format** for the metric, for example "\[" instead of 50 - An asset, metric, scenario or period name that has been changed in the template - A metric or workflow you are **not responsible for** - A workflow that has **already been completed, approved or locked** - An **unsupported metric** type (see Things to bear in mind) - **Unsupported metric types:** the bulk upload (Method C) does not support formula, GenAI, table array, table array flex or attachment metrics. Use Method A or B for these - **Formula-driven metrics:** do not enter data for these. The formula takes priority, so entered values will not show - **Units:** enter values in the units defined for each metric, for example actuals, thousands or millions - **Periods:** the bulk upload template only includes the period of each selected workflow. Earlier or later periods are not included - **Clearing a value:** in the bulk upload, enter \<\\> in the Value column to remove a stored value - **Your workflows only:** you can only select workflows, and upload values for metrics, that you are responsible for - **Multiple workflows per asset:** one asset can have several workflows. Check you have completed all of them - **Missing metrics:** if a metric you need to report is not in your workflow, contact the person who invited you to the portal **Note:** if there are any errors, nothing is uploaded. Submit stays disabled until every error is fixed. **4. Submit for approval** Uploading values updates the percentage completion of each workflow, but does not submit it. You still need to submit each workflow for approval. 1. Click into the workflow and check that your data is there 2. Click **Submit** to finalise the workflow ![](https://docs.atominvest.co/hs-fs/hubfs/undefined-Oct-21-2026-04-55-53-6944-PM.jpeg?width=666&height=117&name=undefined-Oct-21-2026-04-55-53-6944-PM.jpeg) Submitting sends a notification to the approver responsible for that workflow. The status then changes as follows: | **Status** | **What it means** | | --- | --- | | **Submitted: Awaiting review** | The approver has been notified and is reviewing your data. | | **Completed** | The approver has approved the workflow. No further action is needed. | | **If rejected** | You will receive an email explaining which metrics were rejected and how to fix them. Make the corrections and submit again. | **Things to bear in mind**  - **Unsupported metric types:** the bulk upload (Method C) does not support formula, GenAI, table array, table array flex or attachment metrics. Use Method A or B for these - **Formula-driven metrics:** do not enter data for these. The formula takes priority, so entered values will not show - **Units:** enter values in the units defined for each metric, for example actuals, thousands or millions - **Periods:** the bulk upload template only includes the period of each selected workflow. Earlier or later periods are not included - **Clearing a value:** in the bulk upload, enter \<\\> in the Value column to remove a stored value - **Your workflows only:** you can only select workflows, and upload values for metrics, that you are responsible for - **Multiple workflows per asset:** one asset can have several workflows. Check you have completed all of them - **Missing metrics:** if a metric you need to report is not in your workflow, contact the person who invited you to the portal - [How to use this Help Center](https://docs.atominvest.co/how-to-use-this-help-center?hsLang=en) - [Frequently Asked Questions](https://docs.atominvest.co/frequently-asked-questions?hsLang=en) - [Portfolio Management & ESG](https://docs.atominvest.co/portfolio-management-esg?hsLang=en#main-content) - [Data Collection](https://docs.atominvest.co/portfolio-management-esg?hsLang=en#data-collection) - [Portco Portal Experience](https://docs.atominvest.co/portfolio-management-esg?hsLang=en#portco-portal-experience) - [Integrations and System Interconnectivity](https://docs.atominvest.co/integrations-and-system-interconnectivity?hsLang=en) [![Chill listening crop-3](https://docs.atominvest.co/hs-fs/hubfs/Logo-1.png?width=20&height=21&name=Logo-1.png "Chill listening crop-3")](http://atominvest.co) Atominvest Software Ltd. 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