Home > SI Documentation (v20) > User Guide > Projects > Project Explorer > Creating Projects > Import Project

Import Project

Table of contents

Remarks

 

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

Steps

 

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

 

import project.jpg

 

  1. The Import Project Wizard will open. Click Next:

 

import project wizard 1.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, Revisions, Scope of Work .rtf files, etc.. Click Next:

 

import project wizard 2.5.jpg

 

  1. Choose your options for importing this Project. Click the Import button:

 

import project wizard 3.jpg

 

Status - the Project Status will default to the first one in your list with a State = "Open".

 

Import accounting estimate numbers - this option will import any existing accounting estimate numbers.

Import mobile quote details - this option will import any existing Mobile Quote details with the Project. This only applies to Projects that are linked to a Mobile Quote.

Import order details - this option will import any of the order fields that are populated within the Project.

Import installation details - this option will import any of the installation fields that are populated within the Project.

Import legacy schedule - this option will import any legacy scheduling Tasks from a SIX Project.

 

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

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

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

 

If you are importing an Approved Project there will be additional options to choose from:

 

approved options.jpg

 

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

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