Importing Punchlist Items From Microsoft Excel

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. Make sure the Punchlist Item # (ItemNumber column in spreadsheet) does not exist for that particular project. For example, if there are 12 existing punchlist items (i.e. 001 --> 012) for project # GC-001, the ItemNumber column should start out with '013' without the quotes.
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 'Projects' icon on the left menu.
2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
3. On the 'Quick Links' tab, click the 'Quality Control (QC) and Safety' link under the 'Project Management and Field Staff' section. This will refresh the page and show the 'QC and Safety Module Landing Page'.
4. Navigate to the Punchlist Items row in the 'QC 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

ImportPunchlistItems.xls

Punchlist Item Fields (1st Row):