Home > SIX 2013 Documentation > User Guide > Projects > Project Explorer > Creating Projects > Import Project

Import Project

Video

 

Remarks

 

Generally this function will be used to import legacy SI5.5 Projects into SIX. This function can also be used to import SIX Projects that you have either exported or received from another person using SIX.

Steps

 

  1. In the Project Explorer, click New->Import Project:

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Creating_Projects/Import_Project/import_project.jpg

 

  1. The Import Project Wizard will open. Click [Next >]:

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Creating_Projects/Import_Project/import_project_wizard.jpg

 

  1. Browse to where the Project is that you want to import. Click [Next >]:

 

import project wizard 2.jpg

 

  1. Verify the files you want to import. These will include any Visio or AutoCAD files as well as any Revisions of the Project. Click [Next >]:

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Creating_Projects/Import_Project/import_project_wizard_3.jpg

 

  1. Choose your options for importing this Project. Click [Import]:

 

File:SIX_Guide/007_Projects/001_Project_Explorer/Creating_Projects/Import_Project/import_project_wizard_4.jpg

 

Clear install fields and schedules - this option is for SIX Projects only. It will clear all Install fields and Tasks associated with the Project.

Clear accounting estimate numbers - this option is for SIX Projects only. It will clear all QuickBooks estimate numbers for the Project if using our QuickBooks integration in SIX.

Add new products to catalog - this option will automatically import Products to your SIX Catalog that don't exist

Add new labor to catalog - this option will automatically import Labor Items to your SIX Catalog that don't exist

Add new packages to catalog - this option will automatically import Packages to your SIX Catalog that don't exist

 

  1. One imported, the form stays open so you can import another Project if needed.

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Last modified
08:41, 30 Oct 2014

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