Import anticipated costs from an Excel file
To import anticipated costs from Microsoft Excel, you must select the Itemized Breakdown method of documenting anticipated costs in Settings (
) > Feature Settings > Procurement.
) > Feature Settings > Procurement.
If you change the method of documenting anticipated costs, any existing anticipated costs will be deleted.
Prepare an Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- Label the first row with the column names shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
-
Enter your data starting from the second row.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file to enable Sage Construction Management to import the data.
Import the file
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Anticipated Costs in the Procurement section.
- Select Actions > Import From Excel.
- Optionally, to update the pricing of imported items if their item code matches the code in the local work item database, select the respective checkbox.
-
Select Choose File and find the file on your local drive.
The data will be imported automatically.
Microsoft Excel import sample
Download the anticipated costs sample file.
Anticipated costs file fields
| Column name / First row | Required (*) | Field type | Comments |
|---|---|---|---|
| PrimeContractNumber | * | Text | The prime contract number must exist in Sage Construction Management before importing the file. |
| ItemCode | Text | If provided, Sage Construction Management will check the work items table based on the ItemCode field. If an item exists, then the work item's total cost rate can be used as the anticipated cost item's unit price. | |
| ItemDescription | * | Text | |
| ItemUnit | * | Text | |
| ItemQuantity | * | Number | |
| ItemUnitPrice | * | Number | |
| ItemResource | * | Text |
Options: M, L, E, S, O
If the field is not specified, the default value is M. |
| ItemCostCode | * | Text | The cost code must already exist in Sage Construction Management before importing the file. |
| ItemEstimatedDate | Date |
The estimated date.
|