CONSTRUCTION
New import service for work in progress (WIP) management
Importing data to WIP schedules is more efficient, more accurate, and easier with the new import service. Instead of sending your data into a "black box" and waiting for error reports via email, you now have a dedicated import workspace that provides real-time visibility and control.
With an intuitive, spreadsheet-like interface, you can import files, see errors at the field level, and make corrections on the spot, eliminating frustration and saving time.
Key benefits
- Expanded capabilities: Import from multiple tabs, use formulas, and add extra columns.
- Real time error handling: Errors are displayed on the page, at the field level, and easy to understand and correct before finalizing your import.
- Intuitive interface: You can use find/replace to correct errors, search for specific values, and filter by errors.
How it works
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Go to Projects > All > WIP schedules.
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Select a Report ID.
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Select More actions, and then select Download import template.
An XLS file is downloaded to your default downloads folder.
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Open the template and fill in the information that you need to import.
The second row of the template explains the type of information required for each field.
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Save the import file as XLS, XLSX, or CSV.
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Begin the import in one of the following ways:
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To import from a specific WIP schedule:
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Go to Projects > All > WIP schedules.
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Select the schedule that you're going to update.
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Make sure you select the WIP schedule that matches the period in your import file.
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Select More actions > Import WIP project user entries.
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To import from the Company Setup Checklist page:
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Go to Company > Setup > Import data.
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Select New import service.
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For the WIP schedule project in the WIP Management section, select Update
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Select the import file
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Use the import service to import data.
View detailed instructions for using the import service
The WIP projects grid is updated to reflect the values that you imported. If you imported a CFO forecast value, the overbilling, underbilling, and profit amounts are recalculated.
Permissions and other requirements
| Subscription |
Construction Projects |
|---|---|
| Regional availability |
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| User type |
Business Project Manager |
| Permissions |
Projects
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