Import equipment timecards using a Microsoft Excel file
Prepare a Microsoft Excel file for import
- Open a blank Microsoft Excel spreadsheet or download the sample file.
- The first row specifies the column names and must be labeled as 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.
- Start entering data 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.
To import equipment timecards from a Microsoft Excel file, ensure that the equipment codes, project numbers, prime contract numbers, and cost codes in the file match exactly those used in Sage Construction Management.
Import the file
- Go to Equipment.
- In the Equipment Timecard Stats section, select the actions menu icon (
) in the Eqp. Timecards row.
- Select Import Equipment Timecards From Excel.
- Select Choose File and find the file to be imported on your local drive.
The data will be imported automatically.
Microsoft Excel import sample
Equipment timecard file fields
Column Name / First row | Required (*) | Field Type | Comments |
Date | * | 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) |
EquipmentCode | * | Text | Equipment code in listing. |
ProjectNumber | * | Text | |
PrimeContractNumber | * | Text | |
ChangeOrderNumber | Text | Change order number must exist in the system before importing. | |
CostCode | * | Text | Project job cost code. |
RTHours | * | Number | Run-time in hours. For example, 4.25, 8, 8.5, 9.0. |
ITHours | * | Number | Idle-time in hours. For example, 4.25, 8, 8.5, 9.0. |
DTHours | * | Number | Down-time in hours. For example, 4.25, 8, 8.5, 9.0. |
BillableStatus | * | Text | Options: Billable, Unbillable, or On Hold. This field is only applicable to Cost Plus contracts. |