Import a Spreadsheet into a Contract Management Item's Description of Contents tab

When tracking contract management items and their history of actions in Project Center, you can import items from a Microsoft Excel spreadsheet into the Description of Contents tab for a workflow action. Perform the following steps to import items from a spreadsheet into a contract management item's Description of Contents tab.

The following steps will use a submittal action as an example.

To import items from a spreadsheet into the Description of Contents tab for a contract management item action

1.     If you are not already there, open the relevant contract management activity center from the Project Home activity center or from the Activities list. (For this example, it will be the Submittals activity center, so you would click Submittals).

2.     Select the contract management item from the log, and expand its actions by clicking the icon to view them, as shown below.

3.     Select the action you want to import into and click Modify Action from the Tasks panel to open the Modify Contract Management Item Action dialog box, as shown here:

4.     Click the Description of Contents tab, and then click Import Spreadsheet to open the Select Spreadsheet dialog box.

5.     Locate the spreadsheet containing the items you want to import, and click Open to import the items into the Description of Contents tab for the action. If errors occurred during the import, view the Import Log dialog box for information on resolving the issues.

6.     Click Save Changes in the Modify Contract Management Item Action dialog box.