Importing Equipment Timecards From Microsoft Excel
How To Prepare The Microsoft Excel Import File
- Open a blank Microsoft Excel Spreadsheet or download the sample file referenced below.
- 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.
- Insert data starting at Row 2.
- In order to import timecards from MS Excel, data under EquipmentCode, ProjectNumber, PrimeContractNumber, and CostCode columns must match exactly as it is in Corecon.
- Make sure the sheet name that contains the data is labeled Sheet1.
- Save the file in Excel 97-2003 format (*.xls).
- Close the file otherwise Corecon can not import the data.
Steps To Import the File
- Click the 'Equipment' icon on the left menu.
- Navigate to the Eqp. Timecards row in the 'Stats' section.
- Click the blue 'Actions' button on the far right.
- Click 'Import From Excel' option from the drop-down menu.
- Click the 'Select Excel File' button to select the Microsoft Excel import file.
- After selecting the file, the data will be imported automatically.
Microsoft Excel Import Sample
Equipment Timecard Fields (1st Row):
Column Name | Required (*) | Field Type | Comments |
Date | * | Date | |
EquipmentCode | * | Text | Equipment Code in listing. |
ProjectNumber | * | Text | |
PrimeContractNumber | * | Text | |
ChangeOrderNumber | Text | CO # must exist in the system before importing. | |
CostCode | * | Text | Project Job Cost Code |
RTHours | * | Number | Run-Time Hours: 4.25, 8, 8.5, 9.0 |
ITHours | * | Number | Idle-Time Hours: 4.25, 8, 8.5, 9.0 |
DTHours | * | Number | Down-Time Hours: 4.25, 8, 8.5, 9.0 |
BillableStatus | * | Text | Options: Billable, Unbillable, or On Hold. This field is only applicable for Cost Plus Contracts. |
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