Import committed and cost to date transactions in work orders

1. Go to Projects and select the appropriate project from the list.

2. On the Project page, select Work Orders in the Documentation category of the Project Menu section.

3. Select the work order number from the list.

4. In the Work Order Items section, select Add / Import Items, then select one of the following options:

   Import Committed Cost Transactions

   1. Select Import Committed Cost Transactions.

   2. Optionally, for labor or equipment timecards select the Include Comments checkbox as needed.

   3. Select Import.

   The following committed cost transactions that reference the CO will be imported:

   • Purchase orders (POs)
   • Bills not from POs
   • Subcontracts
   • SCOs
   • Labor timecards
   • Equipment timecards
   • Miscellaneous expenses
   Import Cost To Date Transactions

   1. Select Import Cost To DateTransactions.

   2. Optionally, for labor or equipment timecards select the Include Comments checkbox as needed.

   3. Select Import.

   The following cost to date transactions that reference the CO will be imported:

   • Bills
   • Labor timecards
   • Subcontracts
   • Equipment timecards
   • Miscellaneous expenses