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Project - Uploading Schedule of Value Description and Values

  • Apr 22, 2024 8:01 PM UTC
  • 4 replies
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Is there a way of uploading my Project schedule of Value AIA g703 “Description and Value” Instead of adding each line item one by one?

 

Best answer by Laura03

Hello @gracef ,

I think the easiest way to plan the Excel File layout is to export directly from Project Revenue Budget tab, yes.  Then populate your sheet, for each project.

Import from File will import the first tab of an Excel file to your project.

Good luck!

Laura

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4 replies

Laura03
Captain II
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  • Captain II
  • Apr 22, 2024 8:13 PM UTC

Hello,

Schedule of Values may be imported from Excel one project at a time using Load from File button.

Schedule of Values may be imported for many projects at once using Integration →  Import Scenarios.

Laura

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  • Author
  • Freshman I
  • Apr 23, 2024 8:07 PM UTC

Thank you Laura, So since my Schedule of Value is different format. Should I just go to Project Revenue Budget, and export to excel then add my info form my Schedule of Value correct. Is this the best way?

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Laura03
Captain II
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  • Captain II
  • Answer
  • Apr 23, 2024 8:17 PM UTC

Hello @gracef ,

I think the easiest way to plan the Excel File layout is to export directly from Project Revenue Budget tab, yes.  Then populate your sheet, for each project.

Import from File will import the first tab of an Excel file to your project.

Good luck!

Laura

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  • Author
  • Freshman I
  • Apr 23, 2024 8:20 PM UTC

Perfect Thank you!

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