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Import a Claim

Import a Claim

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

  1. Click on Utilities.

  1. Click on Import a Claim.

  1. Select the contract you want to create a claim for.

  1. Select the Claim type.

  1. Download the Excel template.

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

  1. When ready to import, provide a Claim title.

  1. Select the file or drag and drop the Claim spreadsheet.

10. Click Next.

11. A summary page will appear and click Finish.