Add Work with the Excel Editor

The Spreadsheet Editor lets you build and update checklists and forms in Excel and import it into Bluerithm in one pass. This guide walks through creating a Factory Acceptance Test (FAT) checklist for a Pump equipment type, including the common pattern of splitting items into separate work items by trade or discipline.

Step 1. Open the Add menu and choose Work

From the project dashboard, click + ADD in the top-right corner, then choose Work.

Step 2. Choose "Build from scratch"

In the Add Work dialog, choose Build from scratch.

Step 3. Attach to an equipment type and click Next

On the Attach where? screen, choose the target parent type where you want to attach the work. In this example we're attaching to an equipment type called Pump. Click NEXT. The new work items will apply to every piece of equipment of that type when imported into the project.

Step 4. Open the Spreadsheet Editor

On the next screen, click OPEN EDITOR under Spreadsheet Editor. This is the right choice when you need to add many items at once or paste from an existing list. The Step-by-Step Form is better when you just need a single work item.

Step 5. Set the work category

In the Excel Edit dialog, open the Category dropdown and choose the category for this form. For this example, we chose Level 1 (FAT).

Step 6. Download the empty template

Click DOWNLOAD under the Export section. Bluerithm generates an Excel file scoped to the project, category, and equipment type and downloads it to your machine. Keep the Excel Edit dialog open in Bluerithm; you'll return to it to import the edited file.

Step 7. Review the template structure in Excel

Open the downloaded file. The empty template includes two work item sections by default: a Checklist and a Test Form. Each section is delimited by a #WORKITEM  row that names the work item, a #TABLE  row that names the table type, and a column-header row that defines the columns. Header codes like {lock} , {chk} , and {req-OR-1}  configure locking, checkboxes, and required-field validation. Leave them alone unless you understand what they do (see the Instructions tab in the workbook for a full reference).

Step 8. Remove any sections you don't need

Select the rows for the section you don't want (in this example, rows 6–9 for the Test Form since we'll use the standard checklist format), right-click the selection, and choose Delete.

Step 9. Add your items in the Description column

Starting in row 5 — the first data row under the Checklist headers — type each checklist item into column A (Description). Add as many rows as you need; The Pass, Fail, N/A, and Notes columns customizable if needed.

Step 10. (Optional) Split items into multiple work items by discipline

For larger checklists, it's common to break items into separate work items per trade or discipline (Electrical, Mechanical, and so on) so they can be assigned and tracked by discipline/subcontractor.

• Select the entire block for an existing work item — the #WORKITEM  row, #TABLE  row, header row, and all data rows — and copy it with Ctrl + C.
• Paste it below the existing block with Ctrl + V.
• In the new block's #WORKITEM  row (column B), change the value from Checklist to the work item name you want (for example, Electrical; then duplicate again and use Mechanical).
• Replace the items in each block's Description column with the discipline-specific items.

On import, each block becomes a separate work item that can be assigned and tracked separately.

Step 11. Save the file

Save the spreadsheet with Ctrl + S.

Step 12. Return to Bluerithm and import the file

Back in the Excel Edit dialog (which should still be open from Step 6), click BROWSE under the Import section, locate your saved file, and select it. The dialog shows the filename with a Ready badge. Click IMPORT. When the green Import Successful message appears, click CLOSE.

Step 13. Verify the new work items

Since we added the checklist to an equipment type in this example, we'll navigate to it and confirm they're created as expected. Navigate to Equipment → Equipment Types and open the target equipment type. The new work items appear under the Work tab, grouped by category. In this example, the Pump equipment type now lists Level 1 (FAT) with the Electrical and Mechanical checklists ready to be used on any Pump in the project.