Importing Anticipated Costs From Microsoft Excel

Important Things To Know

• The method of documenting Anticipated Costs (see options below) can be set in Settings (gear icon) | Feature Settings | Procurement.
  • Itemized Breakdown (Default)
  • Summary by Job Cost Code (JCC)
• Importing Anticipated Costs from Microsoft Excel will use the method of documentation specified in Settings. For example, the Microsoft Excel items will be summarized by Cost Code if the property is set to 'Summary by Job Cost Code (JCC)'.

How To Prepare The Microsoft Excel Import File

1. Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
2. The first row (column names) should be labeled as shown in the table. Be sure to include the required fields. Field names do not contain any spacing within the word or before and after.
3. Insert data starting at Row 2.
4. Make sure the sheet name that contains the data is labeled Sheet1.
5. Save the file in Excel 97-2003 format (*.xls).
6. Close the file otherwise Corecon can not import the data.

Steps To Import the File

1. Click the 'Projects' icon on the left menu.
2. Select the Project in the 'Quick Select' section. This will then refresh the page and show the 'Current Project Home' page.
3. On the 'Quick Links' tab, click the 'Procurement' link under the 'Accounting and Project Management Departments' section. This will refresh the page and show the 'Procurement Module Landing Page'.
4. Navigate to the Anticipated Costs row in the 'Stats' section.
5. Click the blue 'Actions' button on the far right.
6. Click 'Import From Excel' option from the drop-down menu.
7. Click the 'Select Excel File' button to select the Microsoft Excel import file.
8. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportAnticipatedCosts.xls

Anticipated Cost Fields (1st Row):