1. To import a Claim, click on the Project Toolbar cog.
2. Click on Utilities.
3. Click on Import a ContractClaim.
4. Firstly, download the Excel template.
Select the contract you want to create a claim for.
5. Fill in the template with indented lines if neededSelect the Claim type.
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).
7Download the Excel template.
7. Fill in the template with indented lines if needed.
8. When ready to import, select the Contract type you wish to Import.8. Provide a Contract provide a Claim title.
9. Select the file or drag and drop the Contract Claim spreadsheet.
10. Click Next.
11. A summary page will appear and click Finish.