About the PM Import Estimates Data Form
This form can only be accessed by clicking the Import Data button on the PM Import Menu and is used to import raw data (text files generated by third-party software packages) into a temporary work file here in PM.
To import your text file, you must first specify the import template to use. Import templates are set up and defined in PM Import Templates and determine the format of the work file. It is important that you specify a template that is compatible with the third-party software you used to export your text file; otherwise, the data will be incorrectly formatted and an interface cannot occur.
Next, you will need to specify the text file to import. You can enter the import file manually (making sure to include the entire path) or use the Browse button to locate and select the appropriate file.
You will also need to specify the Import ID into which the data will be loaded. If you specify an import ID that is already in use, the old data will be purged and replaced by the new data.
The Enter Default Retainage Percentage field allows you to specify the default retainage percentage you want assigned to contract items and subcontract detail. The percentage specified here will be used to calculate retainage for contract items and subcontract detail once data is interfaced to accounting.
When you are ready to import your data, click Import. Once the import process is complete, a message displays showing the total item, phase, cost type, material, and subcontract records imported, along with any errors found. If errors were found, you will need to use the PM Import Edit program (Edit Work Tables button) to correct the errors before uploading your data. If no errors were found, you can upload your data without having to review the work files. However, it is recommended that you review your import data to ensure your data is correct.
When importing items with no description using a template with the Import Item Code as Standard Item Code box checked and the Create Item Option set to S-Used Standard Item Code, the import will now use the description from JC Std Item Codes if one exists. If description does not exist or standard item code is not found, description will default as “Missing Description”.