Import Contracts from a Spreadsheet

This topic offers guidelines on creating a spreadsheet template in Microsoft Excel for importing existing contracts into Project Center.

You can access the sample contracts spreadsheet template supplied with Project Center in the following location: C:\Program Files\Newforma\Eighth Edition\Project Center\Templates\Import_Contracts_Template.xls

1   You must be a Project Center administrator to perform this procedure.

Requirements overview

The following fields are common to all workflow-based contract management (CM) items:

Draft Status

If the item being imported does not have any workflow transmittals associated with it (no receive and no closing action), it must either be a draft or expected item. In these cases the following fields are required:

Received Items

If the item being imported is to have a receive action created for it, the following fields are required:

Closed Items

If the item being imported is closed, it needs a closing action created for it. The following fields are required unless noted otherwise:

Contract fields

The import spreadsheet has the following fields:

To create an import file for contracts and import it

1.

Make a backup copy of your existing spreadsheet with the data.

2.

Edit the spreadsheet and fill in the required data:

  • Remove any extra rows.

  • Determine how your fields map to Project Center fields (you can rearrange columns to match Project Center columns).

3.

Copy your data columns to the Import_Contracts_Template.xls file, replacing the sample columns with your own information.

4.

Edit the field values based on the information given in the Contract fields section above. Add values to fields where required.

5.

After you finish editing the Import_Contracts_Template.xls spreadsheet, import it into a Project Center project by opening the Contracts activity center and clicking Import Spreadsheet from the Tasks panel to open the Select Spreadsheet dialog box, as shown here. Locate the spreadsheet, then click Open.

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6.

After it is imported, the Import Log dialog box opens showing any import errors. Fix any errors that appear in the spreadsheet, then re-import it.

1   The import will not succeed until all errors are addressed.