Import Anticipated Costs From Excel

To set the method of documenting Anticipated Costs go to Settings > Feature Settings > Procurement.
When you import anticipated costs from Microsoft Excel, the method of documentation specified in Settings is used. For example, if Summary by Job Cost Code (JCC) is selected in Settings, the Excel items are summarized by cost code.

Prepare The Excel Import File

Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
Insert data starting at Row 2.
Make sure the sheet name that contains the data is labeled Sheet1.
Save the file in Excel 97-2003 format (*.xls).
Close the file otherwise Sage Construction Management can not import the data.

Go to Projects.
Select a project.
On the Project menu, select Procurement overview.
In the Procurement Stats section, in the Anticipated Costs row, click the Action button, and select Import from Excel.
Click Choose file and select the file.

The data will be imported automatically.

Column Name	Required (*)	Field Type	Comments
PrimeContractNumber	*	Text	Prime Contract Number must exist in the system before importing.
ItemCode		Text	Optional: Sage Construction Management will do a lookup on 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 not specified, default will be M.
ItemCostCode	*	Text	Job Cost Code must exist in the system before importing.
ItemEstimatedDate		Date	Estimated Date Recommended date format: DD-MMM-YYYY (example: 15-Oct-2023) US supported format: MM-DD-YYYY (example: 10/15/2023) ISO supported format: YYYY-MM-DD (example: 2023-10-15)