Using Import to Create Request for Bid Line Items

You can export a CSV or Microsoft Excel template that includes the line item detail form fields as columns for the Request for Bid (RFB) business process (BP). These fields include the detail form line item fields defined in Integration.

You can modify the exported template and import it to create line items for the RFB.

Note:

To import or export line item templates, you must first accept the bid.

Export the Line Item Template

To export the template:

  1. Navigate to the Request for Bid BP log, and open the applicable bid.
  2. Select the Line Item List tab.
  3. From the toolbar, select Export, and then select one of the following options:
    • Export Line Item Template in CSV
    • Export All Line Items in CSV
    • Export Line Item Template in Microsoft Excel
    • Export All Line Items in Microsoft Excel

    Depending on your browser, the template downloads automatically, or you are prompted to download it manually.

Modify the Line Item Template

To modify the template:

  1. Open the exported CSV or Excel file in Microsoft Excel.

    The line item columns are listed.

  2. Enter the line item information into the spreadsheet.

    Each line item must begin with D. For multiple tabs, enter the appropriate tab name in the Tab Name column.

  3. Enter data in the required fields and any optional fields that you need.

Important Information

  • Data for formula-based columns is ignored.
  • Any line items with an amount of zero are not imported.
  • Use the template to add new lines only. Do not use it to modify existing lines.
  • Data created through CSV or Excel import rolls up to the cost sheet.
  • For data to import correctly, you might need to change some cells in the CSV or Excel file to text type. For example, if you have a CBS code of 1-1, Microsoft Excel can interpret the entry as a month-day combination and reformat it to Jan-1. In this case, the data import fails because the CBS code is invalid.
  • Image picker data elements (DEs) do not appear in the CSV or Excel template.

Import the Line Item Template

To import the template:

  1. Navigate to the Request for Bid BP log, and open the applicable bid.
  2. Select the Line Item List tab.
  3. From the toolbar, select Import, and then select one of the following options:
    • Data From CSV File
    • Data From Excel File
  4. Browse to select the file to import, and then select Next.
  5. Add any attachments to the import.
  6. Select Upload when you finish.

    If any import errors occur, open the CSV or Excel file, correct the error, and import the file again. If any row contains an import error, the system imports no records.