construction

Import change requests

This idea came from you

Easily upload and import one or more change requests through the list view or by importing with the new import template.

How it works

You can download a template and import change requests from the Change request list or from the Company setup checklist.

Company setup checklist or from the Change requests list.

Download a template and import from the Change requests list

1. Go to Projects > All > Change management > Change requests.

2. Select Import.

3. Select Download template.

4. Enter change request information.

5. Save the file as a CSV file.

6. Back on the Change requests import dialog, select Import.

Download a template and import from the Company setup checklist

1. Go to Company > Setup > Import data.

2. Find the section Import projects, tasks, and timesheets.

3. Find Change requests.

4. Select Template.

5. Enter change request information.

6. Save the file as a CSV file.

7. Back on the Company setup checklist, select Import.

Good to know

Imported change requests must contain at least one change request entry. You can import draft or posted change requests.

The following fields are required:

• CHANGEREQUESTID

  You do not need to provide a change request ID if you configured Projects to use change request ID sequences. If change request ID sequences are not enabled, a change request ID is required.

• PROJECTID

• CHANGEREQUESTDATE

• CHANGEREQUESTENTRY_LINENO

• CHANGEREQUESTENTRY_PROJECTID

Permissions and other requirements

Subscription	Construction Company Projects configured for Projects costing and billing
Regional availability	Australia Canada United States United Kingdom
User type	Business Project Manager
Permissions	Company Company setup checklist: Run Projects Change requests: List, View, Add, Edit, Delete