Restore Data Options

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In addition to restoring actual company data, the Restore Data function can also be used to facilitate the setup of a new company by installing a company template file.  These templates have been created by AccuBuild with a full chart of accounts, job phases, property settings, as well as a variety of other master file defaults depending on the template selected. All template files are saved in the \Accubld8\Samples folder and are accessed by clicking on the various options in the Restore File Type box.    Note: when using these templates, be sure to select the Restore Company Properties option to ensure the company global settings are included when the data files are restored.        

 

Blank Company Templates - Several templates have been created for setting up new companies. These templates contain a chart of accounts, job cost codes, etc. and will make the process of setting up a new company much easier.        

 

Gcueq.zip - General Contractor Template - Union with Equipment.        

Gceq.zip - General Contractor Template - Non Union with Equipment.        

Gc.zip - General Contractor Template - Non Union        

Subueq.zip - Subcontractor Template - Union with Equipment        

Subweq.zip - Subcontractor Template - Non Union with Equipment        

Sub.zip - Subcontractor Template - Non Union        

 

Master File Templates - Several templates have been created for the phase master and one for the chart of accounts.  These files can be restored within a company and will only replace the phasemas.adt or the glmaster.adt tables; all other tables will remain intact.  For example, use this option to install a different phase master list than the one installed with the company template.

 

Glmast1.adt - Chart of Accounts; five digit plus two decimals.

 

Phmasgc1.adt - CSI Codes - 16 divisions (1000 - 16000).  Maximum five digit code with two decimals.  Each code linked to an appropriate expense account.

 

Phmasgc2.adt - CSI Codes - 16 divisions (1000 - 16000).  Maximum five digit code with two decimals.  Each code has sub codes utilizing decimal positions to represent labor, materials, subcontractor, equipment, and other. Master description of the code is not included in the phase description; materials, subcontractor and equipment codes linked to an appropriate expense account.

 
       3300.00 - Concrete
       3300.01 -    Labor
       3300.02 -    Materials

 

Phmasgc3.adt - CSI Codes - 16 divisions (1000 - 16000); Maximum five digit code with two decimals.  Each code has sub codes utilizing the decimal position to represent labor, materials, subcontractor, equipment, and other.  Master description of the code is included in the phase description; all codes linked to appropriate expense account.

 
       3300.00 - Concrete
       3300.01 - Concrete Labor
       3300.02 - Concrete Materials

 

Phmasgc7.adt - CSI Codes - 16 divisions (1000 - 16000); Maximum five digit code with two decimals.  This format does not utilize the decimal position to represent labor, materials, etc.  All codes linked to appropriate expense account.

 

Phmasgc8.adt - CSI Codes - 48+ divisions (MasterFormat as of February 2011) .  Maximum six digit code with two decimal places.  This format does not utilize the decimal position to represent labor, material, etc.  Codes are not linked to an expense account. Over 5600 codes are included in this table.

 

Phmasgc9.adt - CSI Codes - 48 divisions (10000 - 480000) - Maximum six digit code with two decimal places.  This format does not utilize the decimal position to represent labor, materials, etc.  Codes are not linked to an expense account.

 

PhmasgcA.adt - CSI Codes - 48 divisions (10000 - 480000) - Maximum six digit code with two decmial places.  Each code has sub codes utilizing the decimal position to represent labor, materials, subcontractor, equipment, and other.  Master description of the code is not included in the phase description.  

 

Phmassub.adt - Simple list of phases: labor, materials, equipment, warranty, subsistence, etc.  All codes are linked to appropriate expense account.

 

 

AccuBuild Sample Data - use for demonstration and testing purposes:        

 

Testdata.zip - contains sample company data with transactions, vendors, employees, jobs, etc.