Skip to Main Content
Sage Construction Management Ideas Portal
Status Future consideration
Categories Procurement
Created by Guest
Created on Mar 1, 2024

Excel import Subcontract Schedule of Values

This is already an existing feature for Prime Contract Schedule of Values. Should be straightforward to implement this for the Subcontract side as well. Significant quality of life improvement over entering each line item manually.

  • Attach files
  • Tim Smith
    Reply
    |
    Apr 23, 2024

    I agree that this should be added, but as a temporary workaround, you could import the items to a "For Procurement" estimate and then import estimate items to subcontract to avoid having to manually enter them.

    The Estimate import file could be cut right back to the mandatory fields and the subcontract info where you wouldn't even necessarily need to code it properly as can code when import the item and even bulk apply the code. Something like attached

  • Bojan Topic
    Reply
    |
    Apr 15, 2024

    I would extend this step further and look at importing entire subcontract from Excel (subcontract header + SOV) with ability to do bulk import. That will allow for mass upload of data which invaluable at the start up of the project or during the process of system conversion.

3 MERGED

Excel import feature for Subcontract in Sage CM

Merged
Similar to "Import from Excel" feature for creating a Purchase order, it will be useful to have an "Import from Excel" feature for creating a Subcontract. It will be useful to have this feature supporting different Subcontract types (Lumpsum, Cost...
Shiva Muthuswamy 8 months ago in Procurement 1 Future consideration