Import drawing logs from an Excel file

You can create and import a Microsoft Excel file that lists project documents, but not the drawing files themselves. After importing the Excel file, upload the drawing files individually within the drawing log records.

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 Leads or Projects and select the lead or project in the Quick Select section.
  2. On the Lead or Project Home page, select Drawings in the Project Library section.
  3. Select Actions > Import From Excel.

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

    The data will be imported automatically.

Microsoft Excel import sample

Download the drawing log sample file.

Drawing log file fields

Column name / First row Required (*) Field type Comments
DrawingNum * Text Must be 25 characters or fewer.
ReleaseDate * Date

  • Recommended date format: DD-MMM-YYYY

    For example, 15-Oct-2023.

  • US supported format: MM-DD-YYYY

    For example, 10/15/2023.

  • ISO supported format: YYYY-MM-DD

    For example, 2023-10-15.
Title * Text Must be 255 characters or fewer.
Description Text Must be 500 characters or fewer.
Discipline Text

Posted February 05, 2026 © 2026 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.