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