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1. To import a Claim, click on the Project Toolbar cog.

2. Click on Utilities.

3. Click on Import a Contract.

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4. Firstly, download the Excel template.

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5. Fill in the template with indented lines if needed.

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6. Add Contract Particulars for Item, Unit, Rate and Value Columns.

• ID column creates indentation up to 5 levels as follows:
  • 001 Heading.
  • 001.001 Sub-Heading.
  • 001.001.001 Element or Activity Name.
• Item column is the Name of the ID.
• Code column is only for Trade reimbursable projects only.
• Unit column is free-type but generally Unit, m2, m3, lm, Hour, Day.
• Type column is either LS (Lump Sum) or SoR (Schedule of Rates).
• Qty column is the amount.
• Rate column is the dollar amount of each Qty.
• Value column is the total of Qty multiplied by Rate.
• Hours Per Day (these can remain blank if required).
• Days Per Week (these can remain blank if required).
• Committed Start Date (these can remain blank if required).
• Committed End Date (these can remain blank if required).

7. When ready to import, select the Contract type you wish to Import.

8. Provide a Contract title.

9. Select the file or drag and drop the Contract spreadsheet.

10. Click Next.

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11. A summary page will appear and click Finish.