How to Import Claim Schedules

Description: Importing claim schedules allows you to bulk‑load detailed schedule lines from an Excel file directly into a claim schedule. This saves significant time compared to entering each line manually and ensures consistency across large or complex schedules.

Step‑by‑step instructions

1. Prepare Your Excel File

1. Set up your spreadsheet so the first row contains column headings that match the headings in Profitz.

Profitz Columns

Excel Headings

1. Include the following required fields:
   • Line No: Used for row ordering.
     • Note: Values typically increment in hundreds.
   • Ref No: Enter a reference for the item (e.g., “CON” for contract price, “V1” for Variation 1).
   • VO No: Enter a Variation Order number if the line relates to a variation.
     • Example: Variation 1 may use “1.01”.
     • Note: Lines with a VO No will be added to the variation total in Claim Entry.
   • Description: Enter a description of the schedule item (e.g., “Sealing bathroom floors”).
   • Line Type: Enter N for all line type rows.
2. Review your file to ensure all required columns are present.

Example Excel file

2. Select the Claim Schedule

1. Navigate to Jobs › Claim Schedule.
2. Single‑click the claim schedule you want to import into (the line will turn blue).
3. Click Edit to open the schedule.

3. Import the File

1. In the Lines section of the Claim Schedule edit screen, click Import.

   

2. Click Add to select your Excel file.

   

3. A confirmation message will appear once the file has been uploaded.

4. Review the Data Preview

1. A preview of the imported rows will be displayed.
2. Use the following options:
   • Ignore: Tick this box to exclude specific rows from the import.
   • Header: Indicates which row is the header (first row is ticked by default).
3. Review the preview carefully.
4. If the data appears correct, click Show Import Data.

5. Validate and Import

1. Click Validate and Import to check the file and begin importing lines.
2. If any issues are found, they will appear in the Errors column.
3. If validation is successful, a confirmation message will appear.

FAQ

• Do I need a schedule‑based order before importing? Yes, a schedule‑based order must exist before importing lines.
• Can I edit the schedule after importing? Yes, use the Add, Edit, or Delete buttons to modify schedule lines.
• What happens to lines with a VO No? They are automatically added to the variation totals in Claim Entry.

Related articles

• How to Create a Schedule‑Based Order
• How to Enter Claims in Claim Entry
• How to Manage Job Schedules