Upload Schedule of Values to Textura from a CSV file

Uploading a Schedule of Values to Textura from a CSV File:

STEP 1: Click on the project name to navigate from the Home Page to the Project Home Page.

STEP 2: Select Edit Schedule of Values from the SOV/Subcontracts dropdown menu on the central navigation bar.

STEP 3: The system displays the Edit Schedule of Values page.

STEP 4: Click Browse to locate the CSV file on your computer. The system displays the Choose File upload dialog. Select your CSV file and Click Open.

STEP 5: The system fills the field to the left of the Browse button with the location of the CSV file.Click Upload New from CSV.

Description: upload_csv_2.jpg

STEP 6: Textura verifies that the uploaded file type is valid (CSV) and that the formatting is correct. The system appends the line items from the CSV file to any existing SoV lines – without overwriting existing data – and displays the uploaded Schedule of Values line items on the Edit Schedule of Values page. Please wait for the display to populate before taking any further action. Once populated, verify that your totals are correct and that the SoV is in balance. If not, check for discrepancies in the data entered. Contact Textura Customer Support if you need any assistance in balancing your SoV.

NOTE: If you used the Example CSV File to create your CSV file, you will need to remove the first line for the total amount of the contract to keep from doubling the total budget amount. Do this by Clicking the first line to select it and then Click the Delete Selected button. In the example, the single SoV line for the total amount of the contract (defaulted from Project setup) must be removed to keep from doubling the total budget amount (see screenshot below).

STEP 7: Ensure that the Adjusted totals are in balance. Click Save Changes.

STEP 8: The system displays a Status page confirming that the budget has been saved.