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Status Future consideration
Categories Procurement
Created by Shiva Muthuswamy
Created on Apr 9, 2024

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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SAGECM-I-130 Excel import Subcontract Schedule of Values.

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 Plus, Unit based).

One way to address this could be:

user goes into a Project and creates a New Subcontract. fills in the Header part of the subcontract and chooses the subcontract type.

Then in the Line entries section, have the "Import from Excel" feature made available.

  • Bojan Topic
    Reply
    |     Apr 15, 2024

    Agree 100% and I think this is absolute must have. I have posted similar comment under request to allow upload of subcontract SOV. 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.