Importing Labor Items From Microsoft Excel

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 Labor 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 Labor 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 HR Module

  1. Click the 'HR' icon on the left menu.
  2. Navigate to the Labor | Craft Codes row in the 'Employee and Labor 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

ImportLaborItems.xls

Labor Item Fields(1st Row):

Column Name Required (*) Field Type Comments
Code * Text Maximum Characters: 25
Description * Text Maximum Characters: 255
BaseCostRate * Number
BurdenCostRate * Number
BillRate * Number
WorkHrs * Number Examples: 8, 9, 10
TypeClassificationTitle and Division, Major, Minor, Subminor Text Examples:

CSI 95: CSI 95Division, CSI 95Major, CSI 95Minor, CSI 95Subminor

CSI 2004: CSI 2004Division, CSI 2004Major, CSI 2004Minor, CSI 2004Subminor

Multiple Classification Structures could be referenced on the spreadsheet.

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