Import prime contract original items from an Excel file

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 Projects and select the appropriate project in the Quick Select section.
2. On the Project Home page, select Prime Contracts in the Client Contract Admin section.
3. Select the prime contract number from the list.
4. In the Original Prime Contract Budgets section, select Contract Amount (aka Schedule of Values).
5. Select Add / Import Items > Import From Excel.

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

   The data will be imported automatically.

Microsoft Excel import sample

Download the import prime contract items sample file.

Prime contract item file fields

Column name / First row	Required (*)	Field type	Comments
ItemNumber	*	Integer	For example, 1, 2, 3, and so on.
ItemCode		Text
ItemDescription	*	Text
ItemQuantity	*	Number
ItemUnit	*	Text	Must be 10 characters or fewer. For example, Ea, LS, and so on.
ItemUnitPrice	*	Number
ItemCostCode	*	Text	The cost code must already exist in Sage Construction Management before importing the file.
ItemTaxCode		Text	The tax code must already exist in Sage Construction Management before importing the file. You can also leave this field blank.