Importing Work or Material Items From Microsoft Excel

Work Items (also materials) are primarily used for Estimating purposes but can also be imported into many project management features.

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. There should be a maximum of 3K records per import file.
Unit of measures (SpreadsheetColumns: Units, MatlUnits, LbrUnits, EqpUnits, SubUnits, OtherUnits) must be 10 characters or less.
If Work Items are going to be categorized by a classification structure such your master cost codes, be sure these codes exist in Corecon before importing.
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 'Cost DB' icon on the left menu.
Navigate to the Work Items row in the 'Cost Database 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

ImportWorkItems.xls

Work Item Fields (1st Row):

Column Name	Required (*)	Field Type	Comments
Code	*	Text	Maximum Characters: 25
Description	*	Text	Maximum Characters: 255
Units	*	Text	Must be 10 characters or less. Typical for MatlUnits, LbrUnits, EqpUnits, SubUnits, and OtherUnits.

Manufacturer's Information
Manufacturer		Text
UPC		Text	Universal Part Code
CatalogNum		Text
Size		Text	Overall size or dimensions
ShipWeight		Text
ShipHeight		Text
ShipWidth		Text
ShipDepth		Text

Material Fields
MatlConv		Number	If the Material Cost Rate (MatlCostRate) is specified in the spreadsheet, it is recommended to include the columns: MatlConv, MatlWaste, and MatlUnits. If the Material Sell Rate column (MatlSellRate) is not included in the spreadsheet which is recommended, then this rate will be equal to the Material Cost Rate.
MatlWaste		Number
MatlUnits		Text
MatlCostRate		Number
MatlSellRate		Number

Labor Fields
LbrConv		Number	If Labor Cost Rates (LbrBaseCostRate or LbrBurdenCostRate) are specified in the spreadsheet, it is recommended to include the columns: LbrConv and LbrUnits. If the Labor Sell Rate column (LbrSellRate) is not included in the spreadsheet which is recommended, then this rate will be equal to the sum of the Labor Base Cost Rate (LbrBaseCostRate) plus Labor Burden Cost Rate (LbrBurdenCostRate). If hours, days, weeks, or months is used for the LbrUnits column, Corecon will automatically calculate the correct man-hours for the line item. Estimate Example: Estimate Item Quantity = 24 LbrConv = 0.5 LbrQty = Est Item Quantity * LbrConv = 24 * 0.5 = 12 If LbrUnits = Hours or Hrs then Est. Item's Man Hours = 12 If LbrUnits = Days or Day then Est. Item's Man Hours = 12 * 8 = 96 If LbrUnits = Weeks or Week then Est. Item's Man Hours = 12 * 40 = 480
LbrUnits		Text
LbrBaseCostRate		Number
LbrBurdenCostRate		Number
LbrSellRate		Number

Equipment Fields
EqpConv		Number	If Equipment Cost Rates (EqpBaseCostRate or EqpBurdenCostRate) are specified in the spreadsheet, it is recommended to include the columns: EqpConv and EqpUnits. If the Equipment Sell Rate column (EqpSellRate) is not included in the spreadsheet which is recommended, then this rate will be equal to the sum of the Equipment Base Cost Rate (EqpBaseCostRate) plus Equipment Burden Cost Rate (EqpBurdenCostRate). If hours, days, weeks, or months is used for the EqpUnits column, Corecon will automatically calculate the correct equipment hours for the line item. This is similar to the labor example shown above.
EqpUnits		Text
EqpBaseCostRate		Number
EqpBurdenCostRate		Number
EqpSellRate		Number

Subcontractor Fields
SubConv		Number	If the Sub Cost Rate (SubCostRate) is specified in the spreadsheet, it is recommended to include the columns: SubConv and SubUnits. If the Sub Sell Rate column (SubSellRate) is not included in the spreadsheet which is recommended, then this rate will be equal to the Sub Cost Rate.
SubUnits		Text
SubCostRate		Number
SubSellRate		Number

Other Fields
OtherConv		Number	If the Other Cost Rate (OtherCostRate) is specified in the spreadsheet, it is recommended to include the columns: OtherConv and OtherUnits. If the Other Sell Rate column (OtherSellRate) is not included in the spreadsheet which is recommended, then this rate will be equal to the Other Cost Rate.
OtherUnits		Text
OtherCostRate		Number
OtherSellRate		Number

Comment Fields
Comments		Text
ProposalComments		Text
RFPComments		Text

Labor and Equipment Resources (Used by Lbr/Eqp Calculator)
LbrCodes		Text	These references will not impact the labor conversion factor and unit rates during import. They can only be used in the future by the Labor and Equipment Calculator. Comma should separate multiple entries. Example: Clab, ClabF
LbrQuantities		Text	Comma should separate multiple entries which would correspond to LbrCodes. Example: 3, 1
EqpCodes		Text	These references will not impact the equipment conversion factor and unit rates during import. They can only be used in the future by the Labor and Equipment Calculator. Comma should separate multiple entries. Example: Truck, Backhoe
EqpQuantities		Text	Comma should separate multiple entries which would correspond to EqpCodes. Example: 1, 1

Classifications Fields
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.