Import an estimate from an Excel file

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 Leads or Projects and select the lead or project in the Quick Select section.
On the Lead or Project Home page, select Estimates in the Preconstruction section.
Do one of the following:
Import items when creating a new estimate
1. Select Actions > Add Estimate.
2. Optionally, update the Lead or Project # as needed.
3. Optionally, update the Estimate #.
  
  Sage Construction Management automatically assigns the next number in sequence, based on the existing records and the default format.
4. Enter the Estimate Title.
  
  Titles must be unique when multiple estimates exist for a lead or project.
5. Optionally, update the Size & Units.
  
  The size is typically the overall project size. For example, 3,000 sq ft.
6. Optionally, in the Estimate Reviewer Information section, select a Reviewer to review the final estimate and specify the Review Due Date before sending the proposal.
7. Optionally, in the Prospect / Customer section, select Import, select a Contact in the dialog, and then select Add.
  
  By default, the Company dropdown is automatically populated from the lead or project directory.
8. Select Save & Next.
9. Select Import From Microsoft Excel.
10. Select Choose File and browse to the file on your local drive.
11. Select Finish.
Next steps: Review the information on the Estimate Property Details page and do the following as needed:
- Select Edit to update the information if needed.
- Select View Estimate to view the estimate details.
Import items into an existing estimate
The Excel file must include new items only, as the import process does not update existing records.
1. Select the estimate number or title from the list.
2. On the Estimate Property Details page, select Import From Microsoft Excel.
3. Select Choose File and browse to the file on your local drive.
4. Select Import.
Next steps: On the Estimate Property Details page, select View Estimate to view the estimate details.

Microsoft Excel import samples

Estimate file fields

Column name / First row	Required (*)	Field type	Comments
Cost code sections
CostCodeOrderNumber		Number
CostCode	*	Text
CostCodeDescription	*	Text
CostCodeQuantity	*	Number	Make sure that the spreadsheet numbering format does not have any special characters, such as parenthesis. In addition, negative numbers must be listed as -100, not (100).
CostCodeUnit	*	Text	For example, Ea or LS. Must be 10 characters or fewer.

Cost code internal grouping fields
CostCodeDiv		Text
CostCodeDivDesc		Text
CostCodeMaj		Text
CostCodeMajDesc		Text
CostCodeMin		Text
CostCodeMinDesc		Text
CostCodeSubMin		Text
CostCodeSubMinDesc		Text

Location fields
Location		Text
LocationDiv		Text	If the LocationDiv field is specified, then the Location field must also be specified.
LocationMaj		Text	If the LocationMaj field is specified, then the Location and LocationDiv fields must also be specified.
Item description and quantity fields
Number	*	Number	The number is used as the Item Sort Number. Numbers can be repeated as the first item in each section starts out with 1.
Code		Text	If a code is specified, Sage Construction Management checks the work items table for items matching the specified code. 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	The quantity can be either an integer, such as 1, 5, or 10, or real, such as 1.2500 or 2.5.
Unit	*	Text	Units must be 10 characters or fewer.
AllowanceItem		Text	Options: true or false

Manufacturer's information
Manufacturer		Text
UPC		Text	The universal part code.
CatalogNum		Text	The manufacturer's catalog number.
Size		Text	The overall size or dimensions.
ItemColor		Text	The item color.
ItemFinish		Text	The item finish.
ShipWeight		Text	The shipping weight.
ShipHeight		Text	The shipping height dimension.
ShipWidth		Text	The shipping width dimension.
ShipDepth		Text	The shipping depth dimension.

Material fields
MatlConv		Number	If the material cost rate (MatlCostRate) is specified in the spreadsheet, it’s also recommended to specify the MatlConv, MatlWaste, and MatlUnits columns. The MatlUnit field must be 10 characters or fewer. In the MatlWaste field, enter percentages as plain numbers. For example, for 10% enter 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’s also recommended to specify the LbrConv and LbrUnits fields. If hours, days, weeks, or months are used in the LbrUnits column, Sage Construction Management will automatically calculate the correct man-hours for the line item. For example, if the Quantity is 24 and the LbrConv is 0.5, then LbrQty = Quantity * LbrConv = 24 * 0.5 = 12 The LbrUnit field must be 10 characters or less. The following units are recognized and supported: Hours The following text values are supported: Hour, Hours, Hourly, Hr, Hrs, or ManHr. If the LbrUnit corresponds to hours, then the estimate item's man hours is 12. Days The following text values are supported: Day, Days, Daily, Dy, Dys, or ManDay. If the LbrUnit corresponds to days, then the estimate item's man hours is 12 * 8 = 96. Weeks The following text values are supported: Week, Weeks, or Wks If the LbrUnit corresponds to weeks, then the estimate item's man hours is 12 * 40 = 480. Months The following text values are supported: Month, Months, Mth, or Mnth.
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’s also recommended to specify the EqpConv and EqpUnits fields. The EqpUnit field must be 10 characters or less. The following units are recognized and supported: Hours The following text values are supported: Hour, Hours, Hourly, Hr, Hrs, or ManHr. Days The following text values are supported: Day, Days, Daily, Dy, Dys, or ManDay. Weeks The following text values are supported: Week, Weeks, or Wks Months The following text values are supported: Month, Months, Mth, or Mnth. Sage Construction Management will automatically calculate the correct equipment hours for the line item similar to the labor hours, as described above.
EqpUnit		Text
EqpBaseCostRate		Number
EqpBurdenCostRate		Number
EqpSellRate		Number

Subcontractor fields
SubConv		Number	If the SubCostRate field is specified in the spreadsheet, it’s also recommended to specify the SubConv and SubUnits fields. The SubUnit field must be 10 characters or fewer.
SubUnit		Text
SubCostRate		Number
SubSellRate		Number

Other fields
OtherConv		Number	If the OtherCostRate field is specified in the spreadsheet, it’s also recommended to specify the OtherConv and OtherUnits fields. The OtherUnit field must be 10 characters or fewer.
OtherUnit		Text
OtherCostRate		Number
OtherSellRate		Number

Comment fields
ItemComments		Text
ItemProposalComments		Text
ItemRFPComments		Text

Special instructions for sell rates

If the sell rate either matches the cost rate or is missing, then the resource markup type will be set to Same as Cost. If the sell rate is listed but does not match the cost rate, then the resource markup type will be set to Manual.