Use the Project Import Template in conjunction with the Import Setup Data screen function to import project information into ProContractor.

The Project Import Template contains the following worksheets:

• General worksheet

• Additional worksheet

• Project Cost Types worksheet

• Cost Codes worksheet

• Cost Code Cost Type worksheet

• Contacts worksheet

• UDF worksheet

In most cases, each worksheet corresponds directly to a tab of the related entry screen in ProContractor. Required fields in a worksheet are highlighted yellow; fields that are required only under certain conditions are highlighted gray. Viewpoint suggests formatting all values as text in the Excel template.

Include the primary information for the records you want to import on the first worksheet, ensuring that that each record has unique values in the key fields for the import type. For most import types, the first worksheet is the only worksheet that is required. If there are additional worksheets in the template, uUse the additional worksheets as needed to provide record details. When importing, ProContractor uses the key fields for the import type to prevent duplicate records and to link detail records to primary records.

For example, the key fields for the Project import type are Company and Project. In the Project import template, include each new project in the General worksheet, ensuring that each record has a unique value in the Company and Project fields. If needed, include details for those projects (such as contract details, cost types, and cost codes) in the additional worksheets.

General worksheet

	Company	Project	Project Name	Main Address Country	Status	Project Classification	Sales Tax Authority	Posting Type	Control Percent Complete By
1	01	01CLK	5310 Clark Rd Residence	United States	Active	DIV	NT	Standard Project	COST-%-Calculated until manual entry of any %
2	01	01BRG	Bee Ridge Office Park	United States	Active	ACT	NT	Standard Project	COST-%-Calculated until manual entry of any %

Additional worksheet

	Company	Project	Customer	Contract Date	Work Location	Print Certified Payroll Report
1	01	01CLK	EAG100	03/22/2016	1	Yes
2	01	01BRG	EAG100	12/01/2015	1	Yes

If a detail record does not match a primary record based on key field values, ProContractor marks the detail record as “orphaned” during the validation process. If you continue with the import without correcting orphaned records in the import file, you must manually enter the orphaned records into the system.

Importing projects is part of Project Setup in ProContractor. Before importing projects, you must complete several other setup steps, such as setting up project classifications, project groups, tax authorities, and work locations, to name a few.