1. Open the project in “My Bids and Tenders” or “My Contracts” and select the “Schedule of Prices” tab:

2. Select “Import” on the right side of the Pricing tab:

3. Import your excel file by one of the following methods:

A. Upload an existing Excel sheet:

• Select the “Try the Smart Importer (Experimental)” box.
• Upload your Excel file.
  • Note: The importer only accepts Excel formats 2007 and later.
• Click “Accept.”

B. Upload using the provided Template:

• Select the “Download Template” button and open file once download is complete.

• In the “Tender Form Worksheet” tab, fill in section headers:
  • item number
  • name
  • quantity
  • unit type
  • unit price
  • description (optional)
    • Note: you need to enter at least the item number and item name to upload the file.
• You may also add provisional items in the “Provisional Worksheet” tab.
  • Tip: We have provided example worksheets to see how you can fill in the sheet as well as an example of numbering styles for organizing your items .
• Once you’ve completed filling in the Excel Template, Save and upload file:

NOTE: Importing an excel file will overwrite any existing items in your Schedule of Pricing and/or Provisional Items.

• You will be shown a preview of the import. Here you can change the indent and outdent of a given item. Click “Finish Import.”