Import Checklist Templates From Microsoft Excel

Checklist Templates are not project specific and are designed to be copied to a project.

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. Log in to Sage Construction Management as an Admin.
  2. Click Settings (Gear Icon).
  3. Click Templates and Reports | Checklist Templates.
  4. Click the Import button below the grid.
  5. Enter the Checklist Template name.
  6. Click the Choose File button to select the Microsoft Excel import file.
  7. After selecting the file, the template will be created and data imported.

Microsoft Excel Import Samples

Architect

Generic

Homebuilding

Checklist Template Fields (1st Row):

Column Name Required (*) Field Type Comments
Number * Integer Examples: 1, 2, 3
Section Text Sections can be defined to group checklist items. Maximum number of characters is 25. Examples:
  • 01
  • 02
  • 03
SectionDescription Text If Section is specified above, please enter the corresponding description.
  • Family Room
  • Kitchen
  • Master Bedroom
Description * Text