Import equipment items from an Excel file

Equipment items are primarily used for estimating, but they can also support job costing in project management through the Equipment Timecards feature.

Prepare an Excel file for import

1. Open a blank Microsoft Excel spreadsheet or download the sample file.
2. 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.

3. Enter your data starting from the second row.

4. Save the file in Excel 97-2003 format (*.xls).
5. Close the file to enable Sage Construction Management to import the data.

Import the file from the Cost DB module

1. Go to Cost DB.
2. In the Internal Cost Database Stats section, select the three-dot menu icon () in the Equipment Items row.
3. Select Import From Excel.

4. Select Choose File and find the file on your local drive.

   The data will be imported automatically.

Import the file from the Equipment module

1. Go to Equipment.
2. In the Equipment Stats section, select the three-dot menu icon () in the Equipment Items row
3. Select Import From Excel.

4. Select Choose File and find the file on your local drive.

   The data will be imported automatically.

Microsoft Excel import sample

Download the import equipment items sample file.

Equipment item file fields

Column name / First row	Required (*)	Field type	Comments
Code	*	Text	Must be 25 characters or fewer.
Description	*	Text	Must be 255 characters or fewer.
Manufacturer		Text
Model		Text
ModelYear		Number
SerialNum		Text
Body		Text
GrossWeight		Text
Capacity		Text
TypeFuel		Text
Cylinders		Integer	For example, 4, 6, and so on.
Tires		Integer	The number of tires. For example, 2, 4, and so on.
WorkHrs		Number	For example, 8, 9, 10, and so on.
RunTimeBaseCostRate	*	Number
RunTimeBurdenCostRate	*	Number
RunTimeBillRate	*	Number
IdleTimeCostRate		Number
IdleTimeBillRate		Number
DownTimeCostRate		Number
DownTimeBillRate		Number
DailyRentalRate		Number
WeeklyRentalRate		Number
MonthlyRentalRate		Number
PurchasePONum		Text
PurchaseDate		Date	Recommended date format: DD-MMM-YYYY For example, 15-Oct-2023. US supported format: MM-DD-YYYY For example, 10/15/2023. ISO supported format: YYYY-MM-DD For example, 2023-10-15.
DeliveryDate		Date	Recommended date format: DD-MMM-YYYY For example, 15-Oct-2023. US supported format: MM-DD-YYYY For example, 10/15/2023. ISO supported format: YYYY-MM-DD For example, 2023-10-15.
PurchasePrice		Number
PurchaseFreight		Number
PurchaseTax		Number
PurchaseTotal		Number
PurchaseBookValue		Number
PurchaseComments		Text
Classification system type and Division, Major, Minor, Subminor		Text	The column header must be the classification system type followed by one of the following values: Division Major Minor Subminor For example: If the classification system type is CSI 95, use the following column headers: CSI 95Division, CSI 95Major, CSI 95Minor, and CSI 95Subminor. If the classification system type is CSI 2004, use the following column headers: CSI 2004Division, CSI 2004Major, CSI 2004Minor, CSI 2004Subminor. You can reference multiple classification structures in the spreadsheet.