Import change order (CO) items from an Excel file

Prepare an Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. Label the first row with the column names shown in the table below.

   Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.

   Make sure that the sheet is labeled as Sheet1.

3. Enter your data starting from the second row.

4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file

1. Go to Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select COs in the Client Contract Admin section.
3. Optionally, use the Search field to filter the list.
4. On the COs page, select a CO number from the list.
5. In the CO Items section, select Add / Import Items > Import from Excel.

6. Select Choose File and find the file on your local drive.

   The data will be imported automatically.

Microsoft Excel import sample

Download the import change order items sample file.

Change order item file fields

Column name / First row	Required (*)	Field type	Comments
ItemNumber	*	Integer	For example, 1, 2, 3, and so on.
ItemCode		Text
ItemDescription	*	Text
ItemManufacturer		Text
ItemUPC		Text
ItemCatalogNum		Text
ItemQuantity	*	Number
ItemUnit	*	Text	For example, Ea or LS. Must be 10 characters or fewer.
ItemUnitPrice	*	Number
ItemMCostRate	*	Number
ItemLBaseCostRate	*	Number
ItemLBurdenCostRate	*	Number
ItemEBaseCostRate	*	Number
ItemEBurdenCostRate	*	Number
ItemSCostRate	*	Number
ItemOCostRate	*	Number
ItemCostCode	*	Text	The cost code must already exist in Sage Construction Management before importing the file.
ItemTaxCode		Text	The tax code must already exist in Sage Construction Management before importing the file. You can also leave this field blank.