Import bid assemblies from an ASCII file to an estimate job

  1. Open the Manage Estimates screen and open the job to which you want to import information.
  2. Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
  3. On the Import tab, select the Estimate ASCII option and click OK.
  4. Click Template to select the template which the file is based on. If you don't have a template designed for the import, you will need to build one.
  5. Review the summary of the template definition.
  6. Under Import Process, select the Bid Assemblies option.
  7. Select the Overwrite Existing WBS Col Names checkbox to overwrite the existing WBS column names with the column names from the import file.
  8. Select the Reset WBS Column Names checkbox to reset the WBS column names to the default column names.
    Note: You cannot select both the Overwrite Existing WBS Col Names checkbox and the Reset WBS Column Names checkbox. If you do not select either checkbox, the application will maintain the current WBS column names.
  9. Select the Delete All Existing Cost Items checkbox to delete all cost items from the existing job and replace them with the cost items in the import file.
  10. In the File to Import field, click Browse and locate the file to import.
  11. Click Open.
  12. Select the Ignore unknown fields checkbox if you want to skip unrecognizable fields.
  13. Select the Preview first 10 lines only checkbox if you want to preview the import without viewing all the data in the file.
  14. To test the import, click Preview. If the template and import are defined correctly, data is displayed.
  15. Click Import.
  16. When the summary of import results appears, click OK.
  17. Click OK.
  18. Click OK.
  19. In the Add Bid Items popup window, review and modify the following information:
    • Reference
    • Description
    • Bid Quantity
    • Actual Quantity
    • Units
  20. Click OK.
  21. In the Select a WBS field for Bid items field, click to select the WBS code to use for bid items and click OK. If you have already specified the WBS code for bid items for the estimate, the field is not displayed.
  22. Click OK.
  23. Repeat steps 19 - 20 for each imported bid item.
  24. Click OK.