1. Select Utilities>Import>Estimate>Details
2. The data import routine has been created to MAP directly to the CSV file format. This can be modified if required and or mapped to a different CSV file. E.G. CSV file created from Estate Master or other Feasibility spreadsheet.
3. The following CSV file format must be adhered to in order to work with the import routine provided
•Line – sequential Line ID number 1 – 9999999
•Trade – Valid Trade
•Cost centre – Valid cost centre
•Description – Description of the line item (can be left blank)
•Expected date – This is the date for the corresponding Forecast period. (cost spread) dd/mm/yyyy
•Qty – 1 or more
•Cost – Budget / Forecast value for the line item. Must be formatted as text
4. The data import window will be displayed and the following detail will be required to be entered
5. Click on “Get File” button. Select the csv file resulting from the external data creation in the required format. This will automatically MAP to the ‘File Import Values’ as shown by example above
6. The “File Import Values” table, is set up the mapping for the import. Each “Target column” value should is set to the columns in the CSV file. All the import settings are configured, they are saved and don’t need to be set up again.
7. The mapped fields should show the first line of the CSV file data, as shown.