Importing Transmittals Using the Excel Spreadsheet Template

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Presentation transcript:

Importing Transmittals Using the Excel Spreadsheet Template RMS 3.0 Contractor Mode

Note: The excel template provided under the Import/Export screen must be used to import a submittal register in the Contractor Module. The template is very sensitive and if any of the field sizes are changed, it will not import.

From the main “Contract Menu”, select “Import/Export”.

Under the “Import/Export” screen, select “Import Submittals”.

Under “Import Submittals” select “Import Submittal Register” Under “Import Submittals” select “Import Submittal Register”. Note: The Excel Template under this screen has to be used to import any or all of the specification sections and items on the submittal register.

Selecting “Overwriting Existing Submittals” will delete existing submittals and replace them with the items in the submittal register. This includes items already out-processed by the Government.

Selecting “Merge with Existing Files” will merge all the items in the Excel Template with the items currently on the submittal register to include duplicate items. Note: Once “Merge with Existing Files” is selected the changes are committed to the database.