Import CPR Proposed Items From Microsoft Excel

Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Sage Construction Management can not import the data.

Import the File

1. Go to Projects.
2. Select a project.
3. On the Project menu, select Client Contract Admin Overview.
4. Navigate to the CPR row in the Stats section.
5. Click the number in the Total columns for CPRs.
6. Use the Search field to filter the listing.
7. Click on the CPR record to view the details.
8. Navigate to the CPR Proposed Items section.
9. Click the Add / Import Items drop-down shown on the right.
10. Select Import From Excel option.
11. Click the Choose File button to select the Microsoft Excel import file.
12. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportChangeItems.xls

CPR Item Fields (1st Row):

Column Name	Required (*)	Field Type	Comments
ItemNumber	*	Integer	Examples: 1, 2, 3
ItemCode		Text
ItemDescription	*	Text
ItemManufacturer		Text
ItemUPC		Text
ItemCatalogNum		Text
ItemQuantity	*	Number
ItemUnit	*	Text	Examples: Ea, LS. Must be 10 characters or less.
ItemUnitPrice	*	Number
ItemMCostRate	*	Number
ItemLBaseCostRate	*	Number
ItemLBurdenCostRate	*	Number
ItemEBaseCostRate	*	Number
ItemEBurdenCostRate	*	Number
ItemSCostRate	*	Number
ItemOCostRate	*	Number
ItemCostCode	*	Text	Must exist in the system before importing.
ItemTaxCode		Text	Must exist in the system before importing. Otherwise, leave blank.