How do I upload Business Plans which can be viewed by Directors in BLISS?
This feature enables the user (i.e., Admin
and editor) to upload excel files pertaining to Financial Performance. This can be used to draw a comparison between current Business Plan and prior period business performance as
practiced by the company, which can be viewed and downloaded by user with
Director rights.
Step 1: When you log into
BLISS, you will land on your portfolio page, as shown below. Click on the Company for which you want to upload
excel files pertaining to Financial Performance.
Step 2: Click on the Company Data
Step 3: Click on the Financial Performance
Step
4: Click
on the Add New Section to upload
excel files pertaining to Financial Performance
Step
5: Give
a Section title and upload the file you choose to upload
Click on
to delete an uploaded
file.
Use the
icon to move a section
item upwards/downwards.
To view the uploaded file, click on
Click on
to hide the file
content
Step 6: To download the file, click on the file name
If the excel file has
multiple sheets, the sheets will be sequentially placed one below the other