Customers

This set of columns provides the Project Customer information. Customers may be required by the template on upload. Depending on the template set-up the user may not be able to upload customers at all and may only upload whatever values the template has already.

AMG will copy existing Customers from the template into the new project but only if they are NOT available in the Quick Entry setup for the template.

Enter ‘Project Number’ onto the worksheet and double-click in the ‘Customers’ section of the worksheet on a blank row, the Project Customers form will to enter the Customer details.