5 Ways to use the CM-Excel Loader

The CM-Excel Loader is a user friendly tool for importing data, including custom fields, from Excel directly into Oracle Primavera Contract Management. What can you do with it? Well that’s really up to you! Here are a few suggestions:

1. Reduce duplicate data entry and increase accuracy: Why waste time entering data into one system, just to enter it again into another? Many companies do multiple data entry of the same information into different systems. Emerald’s CM-Excel Loader allows you to load existing data into Contract Management directly from an Excel spreadsheet thereby saving time and increasing the accuracy of your information by avoiding data entry errors.
2. Migrate to Contract Management: When migrating to a new software system, there is often a significant amount of effort required to transfer data from the old system into the new one. Simplify a migration from current project systems to Contract Management by loading data located in numerous un-linked tools and/or spreadsheets with Emerald's user friendly CM-Excel Loader:
3. Add an extra layer of security:  Establish user security on each data iem. For example, allow a contractor to update only the line item unit prices on a change proposal, or the percent complete for line items on a Progress Payment, and nothing else.
4. Cut training costs: Allow third parties to provide information and updates in a familiar and intuitive Excel format instead of training them to enter data into Contract Management.
5. Enforce business rules: Establish business rules, such as a numbering convention, and make sure they are enforced before data even gets in to Contract Management.