IMPORT EXTERNAL FILE
- Prepare the file
- A .CSV file needs to exist before you can do the import. It can be created through excel but must be saved as CSV (MS-DOS) file.
You will need 14 columns:
- Job Code
- Estimate Header Description
- Estimate Header Reference
- Date
- Year
- Period
- Activity Code - The Activity Code must exist.
- Work Centre - Leave blank if you require the default Work Centre from the Activity Code.
- FC Revenue - (Foreign Currency. If Local Currency only then use this and column 14 FCRate will be 1)
- Cost
- Quantity
- Unit
- Description
- FC Rate
- Create the Excel file
- Save as a CSV file
- Make sure that there is no line after the last '1' sometimes excel saves a blank line.
- To check open the .CSV file with notepad
- Select the Budget Header to import into and Press 'Copy Estimate'
- From Data Source – 'External Import File'
- In Path – Find the CSV file you want to import
- Est. Type – Specify the estimate type here e.g. Original Contract, Approved Variations
- To JobCode – The Job code to which you are loading the estimate display
- Send
- You have the option to create new headers for each of the different periods specified or to import them into the header already created.
- Press 'No'