Importing An Estimate From Microsoft Excel
Prepare The Microsoft 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.
- Unit of measures (SpreadsheetColumns: Unit, MatlUnit, LbrUnit, EqpUnit, SubUnit, OtherUnit) must be 10 characters or less.
- 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.
Important Things To Know
- All unit fields should be 10 characters or less.
- All conversion, waste and rate fields can not be blank. Typical, default values are as follows.
- Conversion = 1.0
- Waste = 0.0
- Cost and Sell Rates = 0.00
- All cost and sell rate fields should be formatted as a number not currency.
Import Options
Microsoft Excel Import Samples
- Architect
- Construction Industry Standard Codes - CSI 95 - 1 Tier
- Construction Industry Standard Codes - CSI 95 - 2 Tier
- Construction Industry Standard Codes - CSI 2016 - 1 Tier
- Construction Industry Standard Codes - Uniformat
- Land Development
- GC - Church
- Home Building (includes Locations)
- Kitchen Remodel
- Sub - Electrical
- Sub - HVAC
- Sub - Landscaping
- Sub - Masonry
- Sub - Mechanical Piping
- Sub - Painting
Estimate Fields(1st Row):
| Column Name | Required (*) | Field Type | Comments |
| Cost Code Sections | |||
| CostCodeOrderNumber | Number | ||
| CostCode | * | Text | |
| CostCodeDescription | * | Text | |
| CostCodeQuantity | * | Number | Make sure the spreadsheet numbering format doesn't have any special characters, e.g. parenthesis, etc. In addition, negative numbers should be listed as -100, not (100). |
| CostCodeUnit | * | Text | Example: LS Units must be 10 characters or less. |
| Cost Code Internal Grouping Fields | |||
| CostCodeDiv | Text | ||
| CostCodeDivDesc | Text | ||
| CostCodeMaj | Text | ||
| CostCodeMajDesc | Text | ||
| CostCodeMin | Text | ||
| CostCodeMinDesc | Text | ||
| CostCodeSubMin | Text | ||
| CostCodeSubMinDesc | Text | ||
| Location Fields | |||
| LocationDiv | Text | ||
| LocationMaj | Text | ||
| Item Description and Quantity Fields | |||
| Number | * | Number | Number field (1,2,3,4) will be used as the Item Sort Number. Numbers can be repeated such as the case where the first item in each section will start out with 1. |
| Code | Text | Optional: Sage Construction Management will do a lookup on the Work Items table based on the Code field. If an item exists then the Work Item's total cost and sell rate can be used to set the Estimate Item's unit rates respectively. | |
| Description | * | Text | |
| Quantity | * | Number | Quantity can be an integer (i.e. 1, 5, 10) or real value (1.2500, 2.5). |
| Unit | * | Text | Units must be 10 characters or less. |
| AllowanceItem | Text | Options: Yes or No | |
| Manufacturer's Information | |||
| Manufacturer | Text | ||
| UPC | Text | Universal Part Code | |
| CatalogNum | Text | Manufacturer's Catalog # | |
| Size | Text | Overall size or dimensions | |
| ShipWeight | Text | Shipping Weight | |
| ShipHeight | Text | Shipping Height Dimension | |
| ShipWidth | Text | Shipping Width Dimension | |
| ShipDepth | Text | Shipping Depth Dimension | |
| Material Fields | |||
| MatlConv | Number |
If the Material Cost Rate (MatlCostRate) is specified in the spreadsheet, it is
recommended to include the columns: MatlConv, MatlWaste, and MatlUnits.
MatlUnit must be 10 characters or less. MatlWaste Example: 10% would be entered as 10 in the spreadsheet cell. |
|
| MatlWaste | Number | ||
| MatlUnit | Text | ||
| MatlCostRate | Number | ||
| MatlSellRate | Number | ||
| Labor Fields | |||
| LbrConv | Number |
If Labor Cost Rates (LbrBaseCostRate or LbrBurdenCostRate) are specified in the
spreadsheet, it is recommended to include the columns: LbrConv and LbrUnits.
If hours, days, weeks, or months is used for the LbrUnits column, Sage Construction Management will automatically calculate the correct man-hours for the line item. Example: Quantity = 24 LbrConv = 0.5 LbrQty = Quantity * LbrConv = 24 * 0.5 = 12 LbrUnit must be 10 characters or less. If LbrUnit = Hours or Hrs then Est. Item's Man Hours = 12 If LbrUnit = Days or Day then Est. Item's Man Hours = 12 * 8 = 96 If LbrUnit = Weeks or Week then Est. Item's Man Hours = 12 * 40 = 480 |
|
| LbrUnit | Text | ||
| LbrBaseCostRate | Number | ||
| LbrBurdenCostRate | Number | ||
| LbrSellRate | Number | ||
| Equipment Fields | |||
| EqpConv | Number |
If Equipment Cost Rates (EqpBaseCostRate or EqpBurdenCostRate) are specified in
the spreadsheet, it is recommended to include the columns: EqpConv and EqpUnits.
EqpUnit must be 10 characters or less. If hours, days, weeks, or months is used for the EqpUnits column, Sage Construction Management will automatically calculate the correct equipment hours for the line item. This is similar to the labor example shown above. |
|
| EqpUnit | Text | ||
| EqpBaseCostRate | Number | ||
| EqpBurdenCostRate | Number | ||
| EqpSellRate | Number | ||
| Subcontractor Fields | |||
| SubConv | Number |
If the Sub Cost Rate (SubCostRate) is specified in the spreadsheet, it is recommended
to include the columns: SubConv and SubUnits.
SubUnit must be 10 characters or less. |
|
| SubUnit | Text | ||
| SubCostRate | Number | ||
| SubSellRate | Number | ||
| Other Fields | |||
| OtherConv | Number |
If the Other Cost Rate (OtherCostRate) is specified in the spreadsheet, it is recommended
to include the columns: OtherConv and OtherUnits.
OtherUnit must be 10 characters or less. |
|
| OtherUnit | Text | ||
| OtherCostRate | Number | ||
| OtherSellRate | Number | ||
| Comment Fields | |||
| ItemComments | Text | ||
| ItemProposalComments | Text | ||
| ItemRFPComments | Text | ||
Special Instructions for Sell Rates
If the sell rate matches the cost rate or sell rate column is missing then the resource markup type will be set to "Same as Cost". If the sell rate is listed but doesn't match the cost rate then resource markup type will be set to "Manual".