Import CPR proposed items using a Microsoft Excel file

Prepare a Microsoft Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. The first row specifies the column names and must be labeled as 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. Start entering data 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. Select CPRs in the Client Contract Admin section.
3. Select the appropriate CPR # to view the details.
4. In the CPR Proposed Items section, select Add / Import Items > Import from Excel.
5. Select Choose File to find and upload the Microsoft Excel file with the items to be imported.

   The data will be imported automatically.

Microsoft Excel import sample file

• CPR proposed items sample file.

CPR proposed items 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	The value must be 10 characters or less. For example, Ea, LS.
ItemUnitPrice	*	Number
ItemMCostRate	*	Number
ItemLBaseCostRate	*	Number
ItemLBurdenCostRate	*	Number
ItemEBaseCostRate	*	Number
ItemEBurdenCostRate	*	Number
ItemSCostRate	*	Number
ItemOCostRate	*	Number
ItemCostCode	*	Text	The cost code must exist in Sage Construction Management before importing the file.
ItemTaxCode		Text	The tax code must exist in Sage Construction Management before importing the file. Otherwise, leave the field blank.