Article Content Navigation

About Importing Contract Cost Event Items

Within the Contract Events section, each Contract Cost Event Type has the ability to have Contract Cost Event Items added to it via an import.

The option to import is very helpful for users with an exportable estimate change; it can be transitioned into the import file and multiple line items can be generated at the same time.

Download the Template Import File

1. Navigate to a Contract Cost Event within the Contract Events section (or create one)

2. Select the Import Item button within the Cost Event Items grid.

3. Select the Click here to download Template file hyperlink to the right.

The Contract Cost Event Import Mapping & Overview

(A) Line-Item Type: Must match available allocations (E, L, M, O, S) as synchronized from Sage 300 to Project Advanced List Management

(B) Extra: Extras are only available for Sage 300 Integrations. Extras must be established in Sage 300 and synchronized to the project. Must match value exactly to import.

(C) Cost Code: Must match established cost code, including Structure

(D) Cost Code Category: Must match exactly the category defined

(E) Item Description: A description of line item.

(F) Quanity: Must be a number with no more than 2 decimal places

(G) Item Price: Must be monetary value

(H) UoM: Must be an established unit of measure in Project List Management

All fields are required with the exception of (H) Unit of Measure and (B) Extras . However, if the cost code uses an established Extra, then it does need to be entered for those environments.
Rows with missing or unmatched fields will not be created.
All imported Cost Event Items will be assigned to the Contract Item selected in the Contract Item Header field of the Cost Event. If Multiple Contracts are needed in the items, once imported they can be changed on a per line item basis.
Contract Quick Add for Sage 300 Integrations will not be able to be completed via the Cost Event Item Import. The import must be to an established Contract item.
Quick Add Estimate Cost Code via Contract Event will not be able to be completed via the Cost Event Item Import. The import must be to an established Estimate Cost Code.
Contract Cost Event Markup will be applied to each Cost Event Item that is created.

Import Contract Cost Event Items

One the Import Template is completed:

1. Navigate to a Contract Cost Event within the Contract Events section (or create one)

2. Select the Import Item button within the Cost Event Items grid.

3. Select "Browse" to locate the locally saved import file

Please note that if the sheet name in the import template was changed, the Sheet Name must updated to match.

4. Select Upload File

5. Review the mapping screen

6. Select Import Items

7. Review the number of items imported and not imported and select ok

9. Review and update the imported Cost Event Items as needed, using the pencil icon to the left of each cost event line item.

An import can be completed as many times as needed on the same Contract Event; however, modifications cannot be made via the import. Each import will create new line items using the information within the import file at each import.