Overview
The import feature in Proposals in JobRunner requires a specific PS XLSX spreadsheet. This is a JobRunner-only feature.
Excel Spreadsheet
To access the Excel PS spreadsheet, please click HERE
Process
After downloading the proper Excel spreadsheet from Pacific Solutions, please review the video below. It instructs on how to format the PS Import XLXS before importing it into JobRunner.
Video XLSX Spreadsheet Instructions
If you are unable to view the video above, please click HERE.
For additional instructions on this feature, visit our additional Help Center article , Importing Proposals into JobRunner
If you need additional training on this subject or any other features in your software, please contact your CSM. A map of CSMs can be found HERE.
Proposal-v24b-20240913RB-KB