You can import pay items in mass directly into the Pay Item and Proposal register, similar to how cost items can be imported directly into the CBS.
You can access the Excel import feature by clicking on the Import icon on the far right toolbar of Control > Workspaces > Pay Items.
When you click on the Import icon within the Pay Items tab of the Workspaces page, the Import Pay Items window is shown.
|
Title |
Description |
|
|---|---|---|
|
1 |
Import from Excel |
You can either drag and drop or browse to the file to import. Microsoft Excel files (.xlsx,, .xls) and Comma Separated Value (.csv) files can be imported. |
|
2 |
Import Type |
You can add new pay items into the Pay Item and Proposal register. |
|
3 |
Information message |
Explains that once an import file is specified, the next step will allow you to match the columns in your spreadsheet to the appropriate columns in Control. |
Clicking Next brings you to the Map columns window, where you can map your Excel columns to the applicable column in Control.
|
Title |
Description |
|
|---|---|---|
|
1 |
Template |
After you map the import file columns to the Pay Item columns in Control, you can save your settings as a template for future use. This is helpful when you need to make scope changes or updates on a regular basis. |
|
2 |
Control field |
The names of the column headers in Control that you can map your data to. |
|
3 |
Mapped |
A green checkmark indicates the column in your import file is mapped correctly to the Pay Item's column. The Green key indicates the matching code you specified is locked. |
|
4 |
File columns |
The names of the column headers in your import file that you can map to the pay item columns in Control. |
Spreadsheet Rules
For the import to work correctly, the items in your Excel spreadsheet need to be formatted in a certain way so that Control can recognize them. The following table indicates important spreadsheet rules to follow to make sure your data imports successfully:
|
Attribute |
Rules |
|---|---|
|
Import function |
Reads the first worksheet within the referenced workbook. Stops the import process when a blank row is encountered, so consolidating the data to be imported is required. |
|
First row of data |
This is the header row of the data. This becomes the titles that are referenced during the mapping process. During import, headers are not read if a blank header cell is encountered. |
|
Numbers |
Need to be the actual number, not the summation of cells. Cannot contain the $ or other currency symbol. |
|
Second row of data |
This is the first row of data import. |
If you make changes in the spreadsheet, you must save the spreadsheet before importing. Only saved data are imported.
After clicking the Next button, the system reads your Excel file and attempts to import pay items. A successful import shows a message stating the number of files to be imported.
If the import is not successful, a message is shown stating that errors exist. An error file is provided for you to download, review, make corrections to your Excel file, then eventually continue with the pay item import again.
The import error download file shows exactly where the error(s) exist within the Excel file.
