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This screen is used to enter job estimates/budgets.

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New Estimate
Click on the "New" button to load the estimate entry program.
Edit/View
If there is an existing budget record, double click the black triangle at the start of the row to open the budget and display the budget details.

ENTER JOB ESTIMATES

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Reference
Enter a suitable reference.

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COPY ESTIMATE
Make sure that you have saved the Estimate Header by putting in a reference, exiting out and coming back in under that reference. Press the 'Copy Budget' button to import an estimate.

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Append or Overwrite the Estimate.
You have the choice to append or overwrite the Estimate

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• Source is Job Estimates.
• Select the source Job.

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COPY JOB ACTUALS

• Source is Job Actuals.
• Select the source Job.
• You can build up the estimate by selecting actual costs from a number of jobs and SubJobs and appending them to your previous selection.

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:

1. Job Code
2. Estimate Header Description
3. Estimate Header Reference
4. Date
5. Year
6. Period
7. Activity Code - The Activity Code must exist.
8. Work Centre - Leave blank if you require the default Work Centre from the Activity Code.
9. FC Revenue - (Foreign Currency. If Local Currency only then use this and column 14 FCRate will be 1)
10. Cost
11. Quantity
12. Unit
13. Description
14. 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'