Importing Equipment Items From Microsoft Excel

Equipment Items are primarily used for Estimating purposes but can also be used on the project management side for job costing using the Equipment Timecards feature.

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. If Equipment Items are going to be categorized by a classification structure such your master cost codes, be sure these codes exist in Corecon before importing.
5. Make sure the sheet name that contains the data is labeled Sheet1.
6. Save the file in Excel 97-2003 format (*.xls).
7. Close the file otherwise Corecon can not import the data.

Steps To Import the File from the Cost DB Module

1. Click the 'Cost DB' icon on the left menu.
2. Navigate to the Equipment Items row in the 'Cost Database Stats' section.
3. Click the blue 'Actions' button on the far right.
4. Click 'Import From Excel' option from the drop-down menu.
5. Click the 'Select Excel File' button to select the Microsoft Excel import file.
6. After selecting the file, the data will be imported automatically.

Steps To Import the File from the Equipment Module

1. Click the 'Equipment' icon on the left menu.
2. Navigate to the Equipment Items row in the 'Equipment Stats' section.
3. Click the blue 'Actions' button on the far right.
4. Click 'Import From Excel' option from the drop-down menu.
5. Click the 'Select Excel File' button to select the Microsoft Excel import file.
6. After selecting the file, the data will be imported automatically.

Microsoft Excel Import Sample

ImportEquipmentItems.xls

Equipment Item Fields(1st Row):