The process implemented for the transfer integration is as follows:
•Create Feasibility in Estate Master
•Export Feasibility (project by Project) as required into excel using existing Estate Master functionality
•Format this data into the required CSV format
•Create ‘new’ Estimate in Zavanti Estimating
•Select and set up the Estimate import
•Import Estate Master CSV into Zavanti Estimate
•Review the imported estimate in ERP
•Copy the Estimate to the Job to create Budget and Forecast