1. Contractor Mode Import/Export: Overview
The Import/Export module has one specific submodule for importing SDEF file data into the contract
Emphasize that contractor mode finances are really simple (compare to gov with oblis, clin setup etc...) ✅Problems/issues are usually caused by bad planning, or decisions made without thinking about the side effects. ✅Users should keep things simple. Don't make complicated identifiers or convolute things by using negative activities or unnecessarily swapping out activities. ✅SDEF setup and import is VERY important. That will be covered in import/export training module

2. Submodules
NAS (SDEF)
Files are imported from Primavera

3. NAS (SDEF) Import schedule created in Primavera
Other programs' export files must conform to the SDEF specification in ER
As Pay Activities are the focal point of the contract, Schedules are the foundation for Pay Activities
✅This is the easiest way to enter contractor activities ✅Publication link: ✅Emphasize the importance of encouraging contractors to take care in schedule planning so activities match up with the schedule

4. NAS (SDEF) / Import Data
✅Select a Primavera export file to import here by using Add from the menu ✅Edit the file entry to start the import process

5. NAS (SDEF) / Import Data
✅Review Activities and Calendars tabs for accuracy ✅View the raw SDEF data file here

6. NAS (SDEF) / Import Data
Activities, subcontractor codes, features of work not already in the contract will be added
Changes to dates will be applied
Activity totals not matching CLIN totals are highlighted
✅IMPORTANT: the total amount for Activities assigned to a CLIN needs to match the total CLIN amount, and the total of all Activities needs to match the contract total

7. NAS (SDEF) / Import Earnings
✅A new Invoice will be created from the import ✅Totals will be highlighted if there are mismatched items

8. NAS (SDEF) / Import Earnings
✅This highlighted section is important because it points up a common, careless mistake: typographical errors in Activity IDs