Import submittals and deliverables

You can import submittals and deliverables from a Microsoft Excel spreadsheet to add new submittals and deliverables. You can also use the import function to update submittals in bulk.

When you have a large number of submittals or deliverables, you can create list all items on an Excel spreadsheet and import them into the Submittals module. This helps save time entering the same items for each project.

InEight updates the Excel import template as the Submittals module is updated. It is best practice to download the Download template each time. Using an out -of-date template can result in submittal errors. The Import template has a tab for Submittals and a tab for Deliverables. You must import each tab separately, but you can save imports of both types at one time. If your project has disabled the deliverables function, you can use the template to import submittals only.

  1. From the Submittals register, click the Actions menu, and then select Import submittals from Excel. The Import submittals dialog box opens.

  2. Click the Download template icon to download the Excel Import template.

  3. Open the Excel template, and then enter submittals and deliverables on their respective tabs. Make note of the number of rows for the submittals and deliverables. If deliverables are disabled, the template has only the Submittals tab.

  4. Save the Excel template.

  5. In the Import submittals dialog box enter the number of new rows in the new rows field. If your project uses deliverables, select Submittal or Deliverable as the type. If your project has disabled deliverables, the dialog box does not have the Type drop-down list.

  6. Click Import template. The Select Excel file dialog box opens.

  7. Drag and drop or browse to your saved Excel file, and then click Upload. The rows of the template populate the Import submittals register.

  8. If deliverables are not disabled and you have items of the other type, change the value of the Type field, and then enter the number of rows for that type. If you have no more items to import, go to Step 10.

  9. Click Import template.

  10. Click Validate to validate the imported data, and then correct any errors.

  11. Click Save

The imported items are added to their respective registers.