Import labor items from an Excel file

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 Labor 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 Time & Expenses module

  1. Go to Time & Expenses.
  2. In the Employee and Labor Stats section, select the three-dot menu icon () in the Labor / Craft Codes 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 labor items sample file.

Labor 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.
BaseCostRate * Number
BurdenCostRate * Number
BillRate * Number
WorkHrs * Number For example, 8, 9, 10, an so on.
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.