Importing Drawing Logs From Microsoft Excel

Importing Drawing Logs can only contain a list of project documents and not the actual CAD files themselves. However, these CAD files can be attached to the Drawing Log record within the details form after uploading.

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. If Revisions are uploaded, be sure values in Original Drawing fields (i.e. DrawingNum, ReleaseDate etc.) match their corresponding records in Corecon. RevisionDate and RevisionDescription are only required when RevisionNumber is referenced.
5. Make sure the sheet name that contains the data is labeled Sheet1.
6. Save the file in Excel 97-2003 format (*.xls).
7. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Click the 'Lead' or 'Projects' icon on the left menu.
2. Select the Lead or Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Lead or Project Home' page.
3. Click the 'Drawings Specs and Invitation To Bid (ITB)' link in the 'Quick Links' tab. This will refresh the page and show the 'Drawings, Specs and ITB Module Landing Page'.
4. Navigate to the Drawings row in the 'Stats' section.
5. Click the blue 'Actions' button on the far right.
6. Click 'Import From Excel' option from the drop-down menu.
7. Click the 'Select Excel File' button to select the Microsoft Excel import file.
8. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportDrawingLog.xls

Drawing Log Fields (1st Row):