Import Equipment Items Into Contract Admin, Procurement, or Work Order Transactions

Prerequisite For Importing Equipment Items

  • With exception for Anticipated Costs, the "Target" Contract Admin, Procurement, or Work Order transaction must be saved.
  • Job Cost Codes must exist for the project.

Import Data Entry Steps

  1. Click the 'Add / Import Items' from the drop-down as follows:
    • Anticipated Costs: See Actions drop-down on Procurement Landing Page or at the top right of Anticipated Costs listing.
    • RFP Packages: See drop-down above the Bidders list.
    • Contract Admin | Procurement | Work Order Transactions: See drop-down above Items grid.
  2. Click 'Import Equipment Items' option in the drop-down. This will refresh the page.
  3. Select the rate to be imported. Options are shown below.
    • Hourly Bill Rate
    • Hourly Cost Rate
    • Daily Bill Rate (eg. Hourly Bill Rate x 8)
    • Daily Cost Rate
    • Project Specific Hourly Bill Rate
    • Project Specific Hourly Cost Rate
    • Project Specific Daily Bill Rate
    • Project Specific Daily Cost Rate
    • Rental Daily Rate
    • Rental Weekly Rate
    • Rental Monthly Rate
  4. Optional: Enter text in the search field to filter the listing.
  5. Select the Equipment Item(s) in the list by clicking the checkbox.
  6. Enter either hours, days, weeks or months depending on the selected rate above.
  7. Optional: Select a Cost Code for each item being imported. If left blank, the default will be used.
  8. Select the default Job Cost Code below the grid. This is required when importing.
  9. Click the 'Add' or 'Add and Close' button.