Import Estimate Items Summary 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
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.
Click 'Import Estimate Items Summary' option in the drop-down. This will refresh the page.
Select the Project Estimate.
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
Items shown will be grouped and summed using Item Code, Description, and Unit of Measure as the criteria. Thus, filtering
by Work Breakdown Structure (WBS) is not applicable since item quantities will be for the entire estimate.
Select the item(s) in the list by clicking the checkbox.
Optional: Over-ride the summed quantity.
Optional: Select a Cost Code for each item being imported. If left blank, the default will be used.
Select the default Job Cost Code below the grid. This is required when importing.
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.