Import Production Units by Detail Item

The steps below follow the basic instructions for importing job details from a spreadsheet. Please refer to the Import Job Estimate Files documentation if clarification is needed on a specific step.  Items specifically needed for the Production Units by Detail Item import are noted below.

1.Go to Job Cost > Import Job Estimate

2.Select spreadsheet making sure you are using the layout provided by this template:

•AB Import_ProdUnitsbyDetailItem_2018_1001.xlsx

This spreadsheet is configured to export from Sharpe Estimating software bug can be manually updated.    Do not add, delete or re-arrange columns on the spreadsheet.

3.Select Open Import File to open the spreadsheet in the screen

4.Select Open Structure File to choose specific file structure

•JCIMPT2S_SharpeBudgetProposalCombo_FinalNew_2018_1001.adt

5.Select Import Structure to apply the structure the spreadsheet; close Window.

6.Select Job

7.Enter Trans Date

8.Change Order Work and Approval Date

•Bid Item and Tasks related to change order work should be imported into a Change Order Request through the Project Management > Change Order Request > Cost Breakdown Items screen.  

9.Set Contr Ret%

10.Set range of rows to import

11.Check boxes - no boxes need to be checked.  The custom script will override these settings.

12.Select Create Estimate to apply the import structure to the spreadsheet

13.Print the Estimate Import with Production report (PMPDNUN1.455)  This will test for any errors. If errors are encountered, they must be corrected BEFORE you import the records.

•AB recommends that you save a copy of this report to PDF.  This will have the date / timestamp of when the report was generated.  This will be used for troubleshooting by AB if there are any problems with the production units.