Importing an External File

Owned by Former user (Deleted)
Last updated: Jun 22, 2012Version comment

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'