[PM] Import Estimates Template

Step 1: Create a New Template Record

1. Open PM Import Estimates > Template Master.

2. Click New Record.

3. Enter:

   • Template Name and Description

   • Import Routine (use Generic for most cases)

4. Choose:

   • File Format (usually Delimited)

   • Delimiter (e.g., comma, tab)

   • Record Type Column (usually 1)

Step 2: Set Import Parameters

1. Select an option for missing item records (usually "none").

2. Set options for duplicates, material codes, and phase costs.

3. Choose if you want to:

   • Roll up material codes (combine similar records)

   • Accumulate phase costs into contract items

   • Use contract item quantity for cost types

   • Create subcontract records for subcontract costs

Step 3: Edit Upload Parameters

1. Choose options for:

   • Creating project firm records for vendors

   • Handling change orders

   • Creating standard item codes (if needed)

2. Set options for default contract/description from the project.

Step 4: Create Cost Types (Optional)

• If needed, create a cost type record for specific entries in your import file (e.g., labor, burden).

Step 5: Set Cross-References (Optional)

• Set up cross-references to automatically replace certain records (e.g., phase 1000 → phase 10000).

• Useful for phases, cost types, material codes, etc.

Step 6: Review Template Detail

• The Template Detail tab shows the fields that need to be in the import file, including:

  • Record Types (defines the type of record in your file)

  • Items, Phase, Cost Type, etc. tabs to map the data fields from your file.