Import checklist templates from an Excel file

Checklist templates are not project‑specific and are intended to be copied to a project.

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. Log in to Sage Construction Management as an Administrator.
2. Settings ( ) > Templates & Reports > Checklist Templates
3. Select Import.
4. Enter the checklist template Name.

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

   The data will be imported automatically.

Microsoft Excel import samples

• Architect:

  • Construction documents
  • Pre-design - Administration
  • Pre-design - Pre-contract
  • Pre-design - Project feasibility
  • Pre-design - Project presentation
  • Pre-design - Project programming
  • Design development
  • Schematic design
  • Site analysis - Site evaluation
  • Site analysis - Environmental impact report
  • Site analysis - Permits
  • Plan check

• Generic:

  • Preconstruction - Bidding and negotiation
  • Preconstruction and construction management
  • Contract administration
  • Shop drawing review
  • Cleaning

• Home building:

  • Project startup
  • Plan review
  • Quality assurance
  • Excavation
  • Framing
  • Plumbing
  • Pre-drywall

Checklist template file fields

Column name / First row	Required (*)	Field type	Comments
Number	*	Integer	For example, 1, 2, 3, and so on.
Section		Text	You can specify sections to group checklist items. Must be 25 or fewer. For example, 01, 02, 03, and so on.
SectionDescription		Text	If a section is specified, enter the corresponding description. For example, Family Room, Kitchen, Primary Bedroom, and so on.
Description	*	Text