IMPORTING A CONTRACT SCHEDULE

Prerequisite(s):    A contract must have been created and saved.

                                You must be assigned a contract role with permission to access this functionality.

 

1.   From your homepage, click the Contract Name link in the Name column of the Contract List.

2.   Hover your mouse over the Planning, Specifications, and Estimating link on the menu bar.

3.   Click the Manage Schedules sub-link from the menu bar.

4.   In the Document Management: Contract Schedule section, click the Browse to Upload button

 

Note: Only the designated contract role can import and manage a contract’s schedule. Only one contract schedule can be created for a contract. All imported contract schedules are viewable (but not editable) by all other contract team members. Only the schedule originator can revise the schedule.

 The scheduler tool allows importing/uploading of .mpx and.mpp files

 

5.   In the ‘Multiple File/Folder Check-In’ popup menu, click the Browse button.

6.   In the ‘Open’ popup menu, select one or more files / folders to upload and click the Open button.

7.   In the ‘Multiple File/Folder Check-In’ popup menu, click the Check-In button.

 

Note: Selecting one or more files and clicking the ‘Remove’ button removes these files from being uploaded. Clicking the ‘Cancel’ button on the ‘Multiple File/Folder Check-In’ popup menu cancels the check-in and upload of the files and/or folders selected.

 

8.   In the ‘Template Data’ popup menu, enter a Description and/or Comment (these fields are not required) and click the Save button.

 

Note: Clicking the Cancel button on the ‘Template Data’ popup menu does not add any metadata to the file and/or folders uploaded.