Import new cost items to the catalog

  1. Open the Manage Estimates screen and open the job you want to import information to.
  2. From the Catalog tab, open the catalog and folder to import to.
  3. Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
  4. From the Import tab, select the Catalog ASCII option.
  5. Click OK.
  6. Click Template and select the template that defines the import file. If you don't have a template designed for the import, you will need to build one.
  7. Click Select.
  8. Review the summary of the template definition.
  9. Under the Import Process section, select Add to Folder.
  10. Select the When updating Catalog, add New items to selected folder checkbox to add items from the import file to the selected catalog folder.
  11. In the File to Import field, click Browse and locate the file to import.
  12. Click Open.
  13. Select the Ignore unknown fields checkbox to have the application skip unrecognizable fields in the import file. You should always select this checkbox.
  14. Select the Preview first 10 lines only checkbox to preview the import without viewing all the data in the file.
  15. To test the import, click Preview. If the template and import are defined correctly, data is displayed.
  16. Click Import.
  17. When the summary of import results appears, click OK.
  18. Click OK.
  19. Click OK.