Using Project Setup

You can use Project Setup to link a non-Spectrum estimating program to the Spectrum Construction Software.

  1. Create the transfer file and save it. Make sure to note the file name and path.
  2. Make sure the Project Setup Installation screen is set up to use your estimating package.
  3. In the Standard Phase File Maintenance screen, set up the standard phases.
  4. Import the estimate info Spectrum Project Setup using the Job Setup > Import screen.
  5. Check / adjust the job in the screen.
  6. Use the Update Project Setup (Base Contract) screen to move the job into the Job Cost module. If applicable, the job will be set up in Time + Materials. Contract and billing information for the job can be set up in Accounts Receivable, if applicable.
  7. Use the Create Historical Costs screen to send information back to your estimating package.
  8. Make a daily backup.