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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'
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