Import Costs from File

 

The Cost Management screen allows the user to import updated costs into the WMS database from either a text file (.csv) or from a Sage Timberline® Office estimate file (.pee).

 

The first steps describe how to select and import the cost files.

 

The next steps involve the selection of the activities.

 

The last few steps involve changing the suppliers, if necessary.

 

To import costs:

  1. In the Cost Management screen, access the Import Costs tab at the bottom of the screen, then click the Import Costs icon in the Cost Management toolbar.

    • Or, select Import Costs from the Cost Management menu, which opens the corresponding tab. Either way, the Select Cost Import File dialog opens on the right.

  1. Click the drop-down menu in the Files of Type field, and the available file types include Text PE Estimate Files (*.csv or *.pee), Text Files (*.csv), or PE Estimate Files (*.pee), so choose one to filter the search.

  1. Select the file name in the browse window, and click Open.

 

 

Select Activities

The imported costs and estimate's file name appear in the corresponding tab in the Cost Management screen, shown on the right.

 

If multiple activities are contained in the file, each activity will be listed. By default, the checkbox for each activity is selected for the import.

 

  • To import the costs for all activities in the file, leave the checkboxes selected.

  • To exclude an activity's cost from being imported, leave the checkbox blank.

 

Change Suppliers

The supplier that was originally exported to the selected file appears with each activity.

 

  1. To import revised costs to the same supplier, leave the supplier field unchanged.

  2. To import the activity costs to a different supplier, double-click the Supplier field for each activity, which opens the Select Supplier dialog.

  3. Select the supplier name from the list and click OK.

     

Note

Print the Import Costs Report to view the amount and percent changes between the existing costs and the costs contained in the import file.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Related Topics

Update Import Costs

Reset Import Costs