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On the ‘Project Details’ page, click on 'Import Item List’.
Select or drag the .csv file into the application. (See below for converting an excel file into .csv), and add the Item Origin Name that will be created with the file import
Map or identify the columns in the file to match with fields available in the application
Be sure to use the toggle to note if your file has a header row.
Click on ‘Upload’ to import the item list
To
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Copy Items from Another Project:
On the ‘Project Details’ page, click on ‘Copy Items From’.
A modal will pop up - select which project the items should be copied from. Then determine if times that had been added by a Contract Change should also be included. Also, note if the Contract Quantity and Price should be copied.
Click on ‘Copy’.
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