Import a Contract
- Damith Samarakoon
- Usman Shahid (Deactivated)
- Former user (Deleted)
- Former user (Deleted)
Owned by Damith Samarakoon
1. To import a Contract, click on the Project Toolbar cog.
2. Click on Utilities.
3. Click on Import a Contract.
4. Firstly, download the Excel template.
5. Fill in the template with indented lines if needed.
Here there is also an option to add information for 'Linked Budget Line'Â
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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:
|
|---|---|
| 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.
11. A summary page will appear and click Finish.