To create multiple contracts quickly for a given project, you can download a template spreadsheet, fill it out, and upload it.
- From your Dashboard, select the project.
- On the right-hand side of the screen, select Upload.
The Upload Spreadsheet window appears.
- If needed, download the spreadsheet template and fill it out.
| Column | Field name | Required |
|---|
| A | Subcontract Name | Y |
| B | Original contract sum | Y |
| C | Previously Approved | N |
| D | # of Previous Approved Applications | N |
| E | Retainage Rate | Y |
| F | Subcontract Number | Y |
- Select Browse and navigate to the file, or navigate to the file and drag and drop it into the upload file window.
- Select Create contracts.
Trimble Pay assigns your spreadsheet values as it creates contract entries for your project.