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

Prerequisite For Importing Estimate 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 Estimate Items' option in the drop-down. This will refresh the page.
  3. Select the Project Estimate.
  4. Click the lookup icon to select the Work Breakdown Structure (WBS) Code. This will filter the estimate line items.
  5. Optional Filter: Check the 'Exclude Estimate Items tagged in an RFP Package'.
    Note: Awarded RFP Packages can be automatically turned into POs and Subcontracts. Thus, excluding estimate items that have been tagged in Awarded RFP Packages is recommended.
  6. Select the rate to be imported. Options are shown below.
    • Total Cost Rate
    • Total Sell Rate (eg. Proposal Rate)
    • Material Cost Rate
    • Material Sell Rate
    • Labor Base Cost Rate
    • Labor Cost Rate (eg. Base + Burden Cost Rate)
    • Labor Sell Rate
    • Equipment Base Cost Rate
    • Equipment Cost Rate (eg. Base + Burden Cost Rate)
    • Equipment Sell Rate
    • Sub Cost Rate
    • Sub Sell Rate
    • Other Cost Rate
    • Other Sell Rate
  7. Click the Filter button and wait until items appear in the grid below.
  8. Select the item(s) in the list by clicking the checkbox.
  9. Optional: Over-ride the estimate item quantity.
  10. Optional: Select a Cost Code for each item being imported. If left blank, the default will be used.
  11. Select the default Job Cost Code below the grid. This is required when importing.
  12. Select the Resource Type: Materials (M), Labor (L), Equipment (E), Sub (S) and Other (O).
    Note: Resource Type is only applicable when importing items into POs, Bills or Misc. Expenses.
  13. Click the 'Add' or 'Add and Close' button.