Using Project Setup
You can use Project Setup to link a non-Spectrum estimating program to the Spectrum Construction Software.
- Create the transfer file and save it. Make sure to note the file name and path.
- Make sure the Project Setup Installation screen is set up to use your estimating package.
- In the Standard Phase File Maintenance screen, set up the standard phases.
- Import the estimate info Spectrum Project Setup using the Job Setup screen.
- Check / adjust the job in the screen.
- 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.
- Use the Create Historical Costs screen to send information back to your estimating package.
- Make a daily backup.