UniPhi allows for Contract Deliverables to be imported directly into the contract page via an Excel spreadsheet. As per the screenshots below, we are using the sample files to import deliverables.
1. In the Contract Deliverables module, select Import to import deliverables from Excel.
2. Once you have your deliverables formatted correctly in Excel, copy all the data.
3. Paste the data you copied from Excel into the box and map the columns using the drop-down menu above each column.
4. Then press the blue Validate icon and when successful, press the green Import icon. Now when you go back to your contract deliverables page, they will all be copied in seamlessly.
There is a sample data structure which must be followed for a successful import. It is a useful starting point that the end user refers to the sample file.
The following should be noted before proceeding further with importing deliverables:
· Row 1 in the sample file should not be deleted. This Row is required for successful importation of deliverables.
· Each row in the spreadsheet should be treated as an individual row in the contract deliverables page in the UniPhi contracts page.
Creating contract deliverables are shown below, starting with a basic heading type called Design.
Two deliverables are then added for this heading type. Architectural Services being a time and material deliverable and On Site survey being a lump sum type.
The corresponding Chart of Account code is planning which has a specified code, PL2. Once completed, the range name “Deliverables” is specified.
After the deliverables have been entered, select the Excel range that needs to be imported, paste into the UniPhi import, validate and if there no errors save the import.
The contract deliverables should now be successfully imported into UniPhi.
Column A: Group – This column corresponds to the Group field in the contract deliverables page. Enter the Group number of deliverables as you would if manually entering deliverables in UniPhi.
Column B: Heading Type – This column allows the user to specify if a particular heading type is to be used for deliverables. Enter the heading type for the corresponding row. Enter the Heading Type for the heading row only – not for all the deliverable rows that are associated.
Column C: Description - Enter the deliverable description in this column. For heading rows, enter the name of the heading.
Column D, E, F, and G: Time & Material – The Quantity, Unit, Rate and Total columns should be filled in if the deliverable is a Time and Material type. If it is a Lump Sum then leave these columns blank and enter the total in Column G. Summation formulas are accepted for calculation purposes.
Column H and I: Schedule Dates – These columns represent the Start and End dates. Enter the dates in dd/mm/yyyy format.
Column J: Code – This column requires the Chart of Account code to be entered. Only the code itself should be entered, not the full name of the account. Refer to the Chart of Account for the applicable codes.
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