InEight Document - Import submittals and deliverables

Import submittals and deliverables

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

Import a submittal or deliverable from an Excel spreadsheet

Summary: 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.

Considerations: 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 Using an out-of-date template can result in submittal errors.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.

From the Submittals register, click the Actions menu, and then select Import submittals from Excel. The Import submittals dialog box opens.
Click the Download template icon to download the Excel Import template.
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.
Save the Excel template.
Click Import template. The Select Excel file dialog box opens.
Drag and drop or browse to your saved Excel file, and then click Upload. The rows of the template populate the Import submittals register. If there are errors, the Validate dialog box shows with a list of all errors.
Correct errors as needed.
Optionally, enter submittals directly to the Import submittals dialog box. See the procedure Import submittals or deliverables - enhanced for more details.
Click Import template.
Click Validate to validate the imported data, and then correct any errors.
Click Save

What's next: The imported items are added to their respective registers.

Import submittals or deliverables - enhanced

Summary: Use the enhanced import to take advantage of flexible options when adding import data.

Considerations: You can also update the import template with information from an Excel spreadsheet. See Import a submittal or deliverable from an Excel spreadsheet for more information. If you want to leave the page before you are ready to upload your submittals and deliverables, you can click Save as and return to the page later.

From the Submittals register, click the Actions menu, and then select Import submittals from Excel. The Import submittals dialog box opens.
Set the Type field to Submittal. If you are adding deliverables only, go to Step 5.
Enter the submittal information. You can use spreadsheet features, such as copy and paste and dragging values.
Click Validate, and then correct errors as needed.
Set the Type field to Deliverable. If you are not adding deliverables, go to Step 8.
Enter deliverable information.
Click Validate, and then correct errors as needed.
Click Save. The submittals and deliverables are added to the Submittals register.