Field Definitions: PM Import Estimates Edit Form

The following is a list of field descriptions for the PM Import Estimates form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

Import ID

Specify the import ID of the data you wish to review. Press F4 for a list of valid import IDs for this company.

Once you have entered the import ID, the work file will be populated with all data from the import file.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Estimate

Enter the estimate code, up to 30 characters, for this job. Initially defaults the estimate code from the import data file if specified; otherwise, defaults as null.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Description

Enter the estimate description, up to 30 characters. Initially defaults the estimate description from the import data file if specified; otherwise, defaults as null.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Standard Region

Specify the standard region for this job, up to 6 characters. Initially defaults the region codes from the import data file if specified; otherwise, defaults the standard region specified for the import template. If no standard region specified on the template, defaults as null.

The region code specified here will apply to all standard item codes specified on the Items tab. If no region code is specified here, the SI Code column will not display on the Items grid.

Note:

If the region code specified here is not defined in JC Std Item Codes and the Create Standard Item Code option is checked on the import template, it will be added automatically (along with the associated item codes) when the project is uploaded to PM.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Job Phone

Enter the job phone number, up to 20 characters. Initially defaults the job phone from the import data file if specified; otherwise, defaults as null.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Job Fax

Enter the job fax number, up to 20 characters. Initially defaults the fax number from the import data file if specified; otherwise, defaults as null.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail Address

Enter the mailing address, up to 60 characters. Initially defaults the mailing address from the import data file if specified; otherwise, defaults as null.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail City

Enter the mail city, up to 30 characters. Initially defaults the mail city from the import data file if specified; otherwise, defaults as null.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail State

Enter a valid state (as defined in HQ States). Initially defaults the mail state from the import data file if specified; otherwise, defaults as null.

The system validates the state based on the Default Country specified in HQ Company Parameters for the active company. If not valid, an error displays, but entry is allowed. You must then enter a valid country for this state in the Mail Country field.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail Zip

Enter the mail zip code, up to 12 characters. Initially defaults the mail zip from the import data file if specified; otherwise, defaults as null.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail Country

Enter the 2-character country code. Initially defaults the mail country from the import data file if specified; otherwise, defaults as null.

Entry in this field is required when the address exists outside the Default Country specified in HQ Company Setup for the active company. Country must be valid for the specified state (e.g. state, province, territory, etc.) as defined in HQ States.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Mail Add'l Address

Enter an additional mail address, if applicable, up to 60 characters.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Ship Address

Enter the ship address, up to 60 characters. Initially defaults the ship address from the import data file if specified; otherwise, defaults as null.

  • If you add or change the mail address (above) and this field is blank, it will default the mail address.

  • If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

     

PM Import Estimates Edit

PM Import Estimates - Overview

Ship City

Enter the ship city, up to 30 characters. Initially defaults the ship city from the import data file if specified; otherwise, defaults as null.

  • If you add or change the mail city (above) and this field is blank, it will default the mail city.

  • If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

     

PM Import Estimates Edit

PM Import Estimates - Overview

Ship State

Enter a valid state (as defined in HQ States). Initially defaults the ship state from the import data file if specified; otherwise, defaults as null.

The system validates the state based on the Default Country specified in HQ Company Parameters for the active company. If not valid, an error displays, but entry is allowed. You must then enter a valid country for this state in the Ship Country field.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Ship Zip

Enter the ship zip code, up to 12 characters. Initially defaults the ship zip from the import data file if specified; otherwise, defaults as null.

  • If you add or change the mail zip (above) and this field is blank, it will default the mail zip.

  • If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

     

PM Import Estimates Edit

PM Import Estimates - Overview

Ship Country

Enter the 2-character country code. Initially defaults the ship country from the import data file if specified; otherwise, defaults as null.

Entry in this field is required when the address exists outside the Default Country specified in HQ Company Setup for the active company. Country must be valid for the specified state (e.g. state, province, territory, etc.) as defined in HQ States.

Note:

If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Ship Add'l Address

Enter an additional ship address, if applicable, up to 60 characters.

  • If you add or change the mail additional address (above) and this field is blank, it will default the mail additional address.

  • If you have Internet access, you can click the Map button for direct access to the default map site for your login (as defined in User Options, Main Menu). Map will default the approximate location of the specified country and address. If a country is not specified, attempts to locate address based on Default Country specified in HQ Company Setup.

     

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Contract Item

Enter the contract item for this record, up to 16 characters. Initially defaults the contract item as follows:

  • If item records were imported and you did not specify to import item codes as standard item codes (in PM Import Templates), defaults the item code from the import file.

  • If item records were imported and you elected to import item codes as standard item codes (in PM Import Templates), the ‘Create Item Option’ on the import template determines how the contract item defaults:

  • If set to ‘Use Next Sequential Item’, contract item will be a sequential number generated based on the order in which the item code was imported and the ‘increment by’ option defined on the import template.

  • If set to ‘Use Standard Item Code’, contract item will be the item code from the import data file.

    • If no item records were available to import, contract item defaults based on the ‘schedule of values’ defined on the import template (i.e. all records assigned to a single contract item or contract item generated based on characters from the import or Viewpoint phase code).

      Using F5

      Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Items: SI Code

This column only displays if a standard region is specified on the Info tab.

Enter the standard item code for this record, up to 16 characters. Initially defaults the standard item code as follows:

  • If you elected to import item codes as standard item codes (in PM Import Templates), defaults the item code from the import file. If the standard item code does not already exist in JC Std Item Codes, it will be added automatically during the upload to PM.

  • If you did not elect to import item codes as standard item codes, this field defaults as null.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Description

Enter the description for this record, up to 30 characters. Initially defaults a description as follows:

  • If item records were imported, defaults the item code description from the import data file.

  • If no item records were available to import, description will default based on the schedule of values defined for the import template:

  • If assigning all records to a single contract item, defaults the item description defined on the import template.

  • If using the import or Viewpoint phase code to generate contract items, defaults the phase description.

Note:

If errors exist for this record, line displays in red and information about the missing or incorrect information is displayed in the Data Errors box above. You will need to correct the errors before uploading the data to PM.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Department

Enter the department code (from JC Departments) for this contract item. If left blank, the upload will use the department assigned to the contract.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Items: UM

Defaults the unit of measure for the item code from the import data file. If this line’s color is red, check the Data Errors box above to make sure the unit of measure is valid. If it is not, enter a valid unit of measure (from HQ Units of Measure) for this item code.

If you are correcting an invalid unit of measure, the Create Cross Reference Record When Missing option for UMs (in PM Import Templates, UM Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Units

Defaults the units for the item code from the import data file. If unit of measure is LS, units will be set to 0.00 and cursor will skip this field. May be overridden or edited as necessary. Changes to the units will cause the Amount to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Unit Price

Defaults the unit price for the item code from the import data file. If unit of measure is LS, unit price will be set to 0.00 and cursor will skip this field. Changes to the unit price will cause the Amount to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Amount

Defaults the amount for the item code from the import data file. Changes to this amount will cause the unit cost to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Retainage %

Defaults the retainage percent specified for import ID when importing data in PM Import Estimates Data. May be overridden or edited if necessary.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Bill Description

Enter a bill description for this contract item, up to 60 characters. Initially defaults the bill description from the import file, if one exists. Otherwise, defaults as blank.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Bill Group

Enter the bill group for this contract item, up to 20 characters. (Note: Bill groups are used to group sets of contract items together on invoices.)

Initially defaults the bill group from the import file, if one exists. Otherwise, defaults as blank.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Bill Type

Enter the bill type for this contract item. Initially defaults the bill type from the import file, if one exists. Otherwise, defaults as blank.

  • Progress - Select this option to have costs for this item billed on a percent complete or units complete basis.

  • T& M - Select this option to have costs for this item billed on a Time and Materials basis.

  • Both - Select this option to have costs for this item billed on a Time & Materials basis with a Progress backup. Contract items with a bill type of both can only be initialized to T&M billings; however, once the T&M billing is generated, the system produces a progress billing with the same dollars.

  • None - Select this option if you are not billing costs through Job Billing.

If this field is left blank, the upload to PM will use the default bill type specified in JC Company Parameters.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Init As Zero

This field initially defaults the value from the import file, if one exists. Otherwise defaults as unchecked.

Check this box to set 'this bill' units/dollars to 0.00 when initializing progress billings (using options P, B, or X in JB Bill Initialization) for this contract item.

Note:

You might typically use this feature for contract items that have been over billed.

Leave this box unchecked to initialize 'this bill' units/dollars for this contract item based on the item's To Date Units/Amount minus Previous Units/Amount.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Init Subs

This field initially defaults the value from the import file, if one exists. Otherwise defaults as checked.

Check this box to have the percent complete for subcontractors (linked to this item) be the same as the percent complete for this item. (Note: You will typically only check this box if there is a one-to-one relationship between subcontractor and contract item (e.g. an electrical contract item with one electrical subcontractor), but not if there were many subcontractors on a single contract item such as General Conditions or Mobilization.)

Leave this box unchecked if you do not want the percent complete for subcontractors (linked to this item) to be the same as the percent complete for this item.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Markup Rate

Enter the markup rate for this contract item. Initially defaults the markup rate from the import file, if specified. Otherwise defaults as 0.00.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Start Month

Enter the start month (used to store original contract amounts and cost estimates) for this contract item. Initially defaults the start month from the import file, if one exists. Otherwise, defaults as blank.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Tax Code

Enter a valid tax code for this contract item. Initially defaults the tax code from the import file, if one exists. Otherwise, defaults as blank.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Items: Notes

Enter any miscellaneous notes about this item. Initially defaults the notes from the import file, if applicable.

For additional space, double-click in this field to access the Grid Notes form. The space allowance is virtually unlimited.

Spelling Check

Click the Spelling icon on the toolbar or select Tools > Spelling to spell check the text in this field.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Import Phase

Display only, the phase imported from the data file.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Phase

Enter a phase code for this record. Initially defaults the phase code as follows:

  • If a cross-reference has been defined for the import phase (in PM Import Templates, Phase Cross-Ref tab), defaults the cross-reference phase code.

  • If no cross-reference has been defined for the import phase, defaults the import phase. If the import phase does not exist in JC Phases, line’s color will be red. You will need to correct the error before uploading the data to PM.

If correcting an invalid phase, the Create Cross Reference Record When Missing option for phases (in PM Import Templates, Phase Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Description

Defaults phase description from import data file. May be overridden or edited as necessary. Up to 30 characters allowed.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Contract Item

Enter the contract item for this phase record. Initially defaults the contract item as follows:

  • If you are not importing item codes as standard item codes (option in PM Import Templates), defaults the item code from the import data file.

  • If you elected to import item codes as standard item codes, the contract item for this phase defaults as follows:

  • If the Create Item Option on the import template is set to Use Next Sequential Item, contract item will be a sequential number generated based on the order in which the item code was imported and the ‘increment by’ option defined on the import template.

  • If the Create Item Option on the import template is set to Use Standard Item Code, contract item will be the item code from the import data file.

  • If your import file did not contain contract items and you elected to create a single contract item (i.e. One Item Only option, PM Import Estimates Template), all phases will be assigned the contract item you designated on the import template.

Note: If you change the contract item for this phase, it must be a contract item defined on the Items tab.

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Active

This field initially defaults the value from the import file, if one exists. Otherwise defaults as checked.

Check this box if this phase is active and valid for posting estimates, commitments, and costs.

Uncheck this box if you do not want costs, estimates, and commitments to be posted to this job/phase.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Insurance Code

Specify the insurance code (from HQ Insurance Codes) for this project phase, if applicable. Initially defaults the insurance code from the import file, if one exists. Otherwise, defaults as blank. (Note: You will typically only need to assign an insurance code at the phase level if this is a non-standard phase (e.g., is unique to job)).

Using F5

When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Project Min %

Enter the minimum percent complete needed to calculate a cost projection in JC Cost Projections. Initially defaults the projection minimum percent from the import file, if one exists. Otherwise, defaults as 0.00.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Phases: Notes

Enter any miscellaneous notes about this phase. Initially defaults the notes from the import file, if applicable.

For additional space, double-click in this field to access the Grid Notes form. The space allowance is virtually unlimited.

Add Standard Notes

To add standard notes (set up in HQ Standard Note), make sure focus is in the Grid Notes window (cannot add standard notes while focus is in the grid) and then select the Standard Notes option from the toolbar or shortcut menu. From the Std Note Copy window, enter the standard note to copy and click OK to add the note. Note will be appended to the end of existing note text (if applicable).

Spelling Check

To run a spell check for any notes entered in this field or the Grid Notes window, click the Spelling button in the toolbar () .

Tip:

To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Import Phase

Display only, the phase imported from the data file.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Phase

Defaults the phase to which this cost type is associated as follows:

  • If a cross-reference has been defined for the import phase, defaults the cross-reference phase code.

  • If no cross-reference has been defined for the import phase, defaults the import phase. If the import phase does not exist in JC Phases, line’s color will be red. You will need to correct the error before uploading the data to PM. However, a valid JC phase cannot be entered here until after it has already been defined on the Phases tab.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Cost Type

The default for this field is based on the following:

  • If a cross-reference has already been created for the import cost type (in PM Import Templates, Cost Type Cross-Ref tab), defaults the cross-reference cost type.

  • If no cross-reference has been created, defaults the import cost type. If the import cost type does not exist in JC Cost Types, the line will display in red to indicate an invalid cost type. You will need to correct the error before uploading the data to PM.

  • If no cross-reference has been created and the import cost type is not numeric or contains too many characters, cost type defaults as null and line will display in red to indicate missing cost type. You will need to correct the error before uploading the data to PM.

If correcting an invalid cost type, the Create Cross Reference Record When Missing option for cost types (in PM Import Templates) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note:

    When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Units

Defaults units from the import data file. May be overridden; however, changes to the units will not recalculate the costs.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: UM

Defaults the unit of measure from the import data file. If this line’s color is red, check the Data Errors box above to make sure the unit of measure is valid. If it is not valid, enter a valid unit of measure (from HQ Units of Measure).

If correcting an invalid unit of measure, the Create Cross Reference Record When Missing option for UMs (in PM Import Templates, UM Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Hours

Defaults hours from import data file. May be overridden as necessary.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Costs

Defaults costs from import data file. May be overridden; however, changes to this amount will not recalculate the units.

If you imported data from a text file containing material records with no supporting cost type records, and the Auto-Add Cost Type Header From Material drop-down in PM Company Parameters (Material Parameters tab) is set to 2-With No Estimates, this field will be set to 0.00 for the cost type record created during the import.

The Totals line at the bottom of the grid shows the total cost of all cost types for this import.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Bill Flag

Initially defaults the import file value, Viewpoint Default value, or User Default value, on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

Entry in this field indicates whether units and/or costs for this cost type/phase are to be used in calculating progress complete. Used only for Job Billing.

  • Y-Units and Dollars – Select this option if both units and dollars posted to this cost type will be used to calculate progress complete.

  • C-Only Dollars – Select this option if only dollars will be used in calculating percent complete for this phase/cost type.

  • N-Neither– Select this option if neither units nor dollars posted to this cost type will be used when calculating progress complete.

     

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Item Unit Flag

Initially defaults the import file value, Viewpoint Default value, or User Default value, on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

Check this box if this cost type on this phase will be used to accumulate units complete for the related contract item. When summarizing job costs, the costs are totaled, but only the units posted to the specified phase/cost type are counted. (Note: This flag is generally checked for only one cost type on one phase linked to a contract item, and the phase selected is the one most closely related to the contract item.)

Leave this box unchecked if not using this cost type to accumulate units complete for the related contract item.

Note: This flag is used only for reporting.

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Phase Unit Flag

Initially defaults the import file value, Viewpoint Default value, or User Default value, on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

Check this box if this cost type will be used to accumulate units complete for this phase. (Note: This flag is generally checked for the main cost type, and only units posted to that cost type for that phase would be accumulated.)

Uncheck this box if not using this cost type to accumulate units complete for this phase.

Note: This flag is used only for reporting.

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Active

This field initially defaults the value from the import file, if one exists. Otherwise defaults as checked.

Check this box if this cost type is active and valid for posting estimates, commitments, and costs.

Uncheck this box if you do not want costs, estimates, and commitments to be posted to this job/phase.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Buyout

This field initially defaults the value from the import file, if one exists. Otherwise defaults as unchecked.

Check this box if buy out is complete (total commitments have been made through subcontracts, purchase orders, and/or material orders) for this phase and cost type.

Uncheck this box if buy out is not complete for this phase and cost type.

Note:

This flag may be used in reporting and will be used in JC Cost Projections if commitments are being included with actual costs (flag setting in JC Company Parameters). If buy out is complete for a phase/cost type (box checked), projected costs will be calculated as the actual cost plus total remaining committed cost.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Cost Types: Notes

Enter any miscellaneous notes about this cost type. Initially defaults the notes from the import file.

For additional space, double-click in this field to access the Grid Notes form. The space allowance is virtually unlimited.

Notes entered here will be updated to JCCH (Cost Header) during the upload to PM.

Add a Standard Note

Standard notes allow you to insert frequently used text into some fields in the application. This text is created and maintained using the HQ Standard Note form.

To insert a standard note into the field, right click the mouse while focus is in the field and select Standard Notes from the shortcut menu, which opens the Standard Note Copy window. Then enter the standard note to copy (or select from F4 lookup) and click OK. The system inserts the selected note into the field.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Phase

Defaults the phase for this subcontract record as follows:

  • If a cross-reference has been defined for the import phase, defaults the cross-reference phase code.

  • If no cross-reference has been defined for the import phase, defaults the import phase. If the import phase does not exist in JC Phases, line’s color will be red. You will need to correct the error before uploading the data to PM. However, a valid JC phase cannot be entered here until after it has already been defined on the Phases tab.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Cost Type

The default for this field is based on the following:

  • If a cross-reference has already been created for the import cost type (in PM Import Templates, Cost Type Cross-Ref tab), defaults the cross-reference cost type.

  • If no cross-reference has been created, defaults the import cost type. If the import cost type does not exist in JC Cost Types, the line will display in red to indicate an invalid cost type. You will need to correct the error before uploading the data to PM.

  • If no cross-reference has been created and the import cost type is not numeric or contains too many characters, cost type defaults as null and line will display in red to indicate missing cost type. You will need to correct the error before uploading the data to PM.

If correcting an invalid cost type, the Create Cross Reference Record When Missing option for cost types (in PM Import Templates, Cost Type Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Vendor

The default for this field is based on the following:

  • If a cross-reference has already been created for the import vendor (in PM Import Templates, Vendor Cross-Ref tab), defaults the cross-reference vendor.

  • If no cross-reference has been created and the import vendor is numeric, defaults the import vendor. If the import vendor does not exist in AP Vendors, the line will display in red to indicate an invalid vendor. You will need to correct the error before uploading the data to PM.

  • If no cross-reference has been created and the import vendor is not numeric, this field defaults as null and line will display in red to indicate missing vendor. You will need to correct the error before uploading the data to PM.

If correcting an invalid vendor, the Create Cross Reference Record When Missing option for vendors (in PM Import Templates, Vendor Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Units

Defaults units from import data file. May be overridden or edited as necessary. Changes to the units will cause the Amount to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: UM

Defaults the unit of measure from the import data file. If this line’s color is red, check the Data Errors box above to make sure the unit of measure is valid. If it is not valid, enter a valid unit of measure (from HQ Units of Measure).

If correcting an invalid unit of measure, the Create Cross Reference Record When Missing option for UMs (in PM Import Templates, UM Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Amount

Defaults the total amount from the import data file. May be overridden or edited as necessary. Changes to the amount will cause the unit price to be recalculated.

The Totals line at the bottom of the grid displays the total amount of all subcontracts for this import.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: WC Retg %

Typically, this field defaults to 0.00. Enter the work completed retainage percent for this subcontract line, if applicable.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Description

Enter a description for this subcontract, up to 60 characters. Initially defaults the subcontract description from the import file; otherwise, defaults as null. Description will be updated to the SL Item Description in PM Subcontract Detail.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: SM Retainage %

Defaults the retainage percent specified for stored materials from the import file. If no value exists in the import file, uses the Default Retainage Percentage specified for the import ID in PM Import Estimates Data. May be overridden as necessary.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Supplier

Enter the supplier for this subcontract, if applicable. Up to 15 characters allowed. Initially defaults the supplier from the import file, if one exists. Otherwise, defaults as blank.

If you checked the Override box for Supplier in PM Import Estimates Detail, and did not check the Viewpoint Default box, the system will use the User Default Value, regardless of whether an import file value exists. If the User Default Value is null, this field defaults as blank.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Send Flag

Check this box if this record is ready to be interfaced. When interfacing subcontracts for the project (in PM Interface), this record will be included and updated to accounting.

Leave this box unchecked if this record is not ready to be interfaced. Record will be skipped during next interface.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Tax Type

Enter the tax type (1-Sales, 2-Use, 3-VAT) for this subcontract, or leave blank if taxes not applicable.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template.

Click here for more information about these fields.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Tax Code

Enter the tax code for this subcontract, or leave blank if taxes not applicable.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Tax Group

Enter the tax group for this subcontract, or leave blank if taxes not applicable.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

PM Import Estimates Edit

PM Import Estimates - Overview

Subcontracts: Notes

Enter any miscellaneous notes about this subcontract. Initially defaults the subcontract detail notes from the import file, if applicable.

For additional space, double-click in this field to access the Grid Notes form. The space allowance is virtually unlimited.

Notes entered here will be updated to PMSL (Subcontract Detail) during the upload to PM.

Add Standard Notes

To add standard notes (set up in HQ Standard Note), make sure focus is in the Grid Notes window (cannot add standard notes while focus is in the grid) and then select the Standard Notes option from the toolbar or shortcut menu. From the Std Note Copy window, enter the standard note to copy and click OK to add the note. Note will be appended to the end of existing note text (if applicable).

Spelling Check

To run a spell check for any notes entered in this field or the Grid Notes window, click the Spelling button in the toolbar () .

Tip:

To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Material

Enter the material code for this record. Initially defaults based on how the ‘When material codes exist in the import file . . .’ option is set for the import template (PM Import Templates):

  • If set to Y-Drop All Material Codes, material code will default as null.

  • If set to N-Import All Material Codes and a cross-reference code has been defined for the import material, defaults the cross-reference code.

  • If set to N-Import All Material Codes and no cross-reference code has been defined for the import material, defaults the material code from the import data file. If the material code does not exist in HQ Materials, line’s color will be red and you will need to correct error before uploading data to PM.

  • If set to X-Import Only Valid Material Codes, default will be the cross-reference code (if one exists), the material code from the import file if it is a valid HQ Material, or null.

If correcting an invalid material code, the Create Cross Reference Record When Missing option for materials (in PM Import Templates, Material Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Description

Defaults the material description from the import data file. May be overridden or edited as necessary.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Description

Defaults the material description from the import data file. May be overridden or edited as necessary.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Phase

Defaults the phase for this material record as follows:

  • If a cross-reference has been defined for the import phase, defaults the cross-reference phase code.

  • If no cross-reference has been defined for the import phase, defaults the import phase. If the import phase does not exist in JC Phases, line’s color will be red. You will need to correct the error before uploading the data to PM. However, a valid JC phase cannot be entered here until after it has already been defined on the Phases tab.

    Using F5

When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Cost Type

The default for this field is based on the following:

  • If a cross-reference has already been created for the import cost type (in PM Import Templates, Cost Type Cross-Ref tab), defaults the cross-reference cost type.

  • If no cross-reference has been created, defaults the import cost type. If the import cost type does not exist in JC Cost Types, the line will display in red to indicate an invalid cost type. You will need to correct the error before uploading the data to PM.

  • If no cross-reference has been created and the import cost type is not numeric or contains too many characters, cost type defaults as null and line will display in red to indicate missing cost type. You will need to correct the error before uploading the data to PM.

If correcting an invalid cost type, the Create Cross Reference Record When Missing option for cost types (in PM Import Templates) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Vendor

The default for this field is based on the following:

  • If a cross-reference has already been created for the import vendor (in PM Import Templates, Vendor Cross-Ref tab), defaults the cross-reference vendor.

  • If no cross-reference has been created and the import vendor is numeric, defaults the import vendor. If the import vendor does not exist in AP Vendors, the line will display in red to indicate an invalid vendor. You will need to correct the error before uploading the data to PM.

  • If no cross-reference has been created and the import vendor is not numeric, this field defaults as null and line will display in red to indicate missing vendor. You will need to correct the error before uploading the data to PM.

If correcting an invalid vendor, the Create Cross Reference Record When Missing option for vendors (in PM Import Templates, Vendor Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

    When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Units

Defaults units from the import data file. May be overridden or edited as necessary. Changes to the units will cause the Amount to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: UM

Defaults the unit of measure from the import data file. If this line’s color is red, check the Data Errors box above to make sure the unit of measure is valid. If it is not valid, enter a valid unit of measure for the material (i.e. unit of measure must be set up in HQ Units of Measure and defined as the Std, Sales, or Metric UM for the material, or set up for the material in HQ Material Units of Measure).

If correcting an invalid unit of measure, the Create Cross Reference Record When Missing option for UMs (in PM Import Templates, UM Cross-Ref tab) determines how corrections are handled:

  • If set to Always, a cross-reference record is created automatically and all occurrences of the error corrected.

  • If set to Prompt, a message displays asking if you want to create a cross-reference record. Select Yes to create a cross-reference record and correct every occurrence of the error. Select No if you do not want to create a cross-reference record; the current record will be corrected, but all other occurrences of the error must be corrected manually.

  • If set to Never, no cross-reference is created and every occurrence of the error must be corrected manually.

    Using F5

When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Unit Cost

Defaults the unit price from the import data file. May be overridden or edited as necessary. Changes to the unit price will cause the total Amount to be recalculated.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Material: ECM

Defaults from the import data file. Indicates the quantity the unit price represents:

  • E = Per Each

  • C = Per Hundred

  • M = Per Thousand

     

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Amount

Defaults the total amount from the import data file. Changes to this amount will cause the unit price to be recalculated.

The Totals line at the bottom of the grid displays the total amount of all materials for this import.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Material Option

Defaults the material option from the import data file. May be overridden or edited as necessary. Options are:

  • P - Purchase Order

  • M - Material Order

  • Q - Quote

  • R - Requisition

     

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Received

For Purchase Orders only.

Defaults the value from the import data file. May be overridden or edited as necessary.

Check this box if this item will be received in PO Initialize Receipts or PO Receipts Entry.

Leave this box unchecked if using AP Transaction Entry to receive this item.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Location

Enter the location for this material, if applicable. Up to 10 characters allowed. Initially defaults the location from the import file, if one exists. Otherwise, defaults as blank.

If you checked the Override box for Location in PM Import Estimates Detail, and did not check the Viewpoint Default box, the system will use the User Default Value, regardless of whether an import file value exists. If the User Default Value is null, this field defaults as blank.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Tax Group

Delete this text and replace it with your own content.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Tax Code

Enter the tax code for this material, or leave blank if taxes not applicable.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Tax Type

Enter the tax type (1-Sales, 2-Use, 3-VAT) for this material, or leave blank if taxes not applicable.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Send Flag

Check this box if this record is ready to be interfaced. When interfacing material detail (in PM Interface), this record will be included and updated to accounting.

Leave this box unchecked if this record is not ready to be interfaced. Record will be skipped during next interface.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: MSCo

For quotes only, specify the Material Sales company in which the quote for this material will be set up.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Quote

For quotes only.

Enter a quote number for this material, up to 10 characters. Initially defaults from the import file, if one exists. Otherwise, defaults as blank.

Note: If you checked the Override box for Quote in PM Import Estimates Detail, and did not check the Viewpoint Default box, the system will use the User Default Value, regardless of whether an import file value exists. If the User Default Value is null, this field defaults as blank.

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: INCo

For material orders and quotes only, specify the Inventory company supplying this material.

Initially defaults from the import file value, Viewpoint Default value, or User Default value, depending on how you have set the Viewpoint Default, Override, and User Default fields on the import template. Click here for more information about these fields.

PM Import Estimates Edit

PM Import Estimates - Overview

Materials: Supplier

Enter the supplier for this material, if applicable. Up to 15 characters allowed. Initially defaults the supplier from the import file, if one exists. Otherwise, defaults as blank.

If you checked the Override box for Supplier in PM Import Estimates Detail, and did not check the Viewpoint Default box, the system will use the User Default Value, regardless of whether an import file value exists. If the User Default Value is null, this field defaults as blank.

Using F5

Note: When correcting errors, you can use the F5 functionality to add the value in the related setup form. However, because you are not actually 'changing' the value for the record, the system does not recognize that there is anything to update and the line will remain red. You will need to change another value in the record to alert the system that the record has been changed, and then click Save.

PM Import Estimates Edit

PM Import Estimates - Overview

Material: Notes

Enter any miscellaneous notes about this material. Initially defaults the notes from the import file, if applicable.

For additional space, double-click in this field to access the Grid Notes form. The space allowance is virtually unlimited.

Notes entered here will be updated to PMMF (Material Detail) during the upload to PM.

Add Standard Notes

To add standard notes (set up in HQ Standard Note), make sure focus is in the Grid Notes window (cannot add standard notes while focus is in the grid) and then select the Standard Notes option from the toolbar or shortcut menu. From the Std Note Copy window, enter the standard note to copy and click OK to add the note. Note will be appended to the end of existing note text (if applicable).

Spelling Check

To run a spell check for any notes entered in this field or the Grid Notes window, click the Spelling button in the toolbar () .

Tip:

To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

 

PM Import Estimates Edit

PM Import Estimates - Overview

Notes

Use this tab to enter any miscellaneous notes about this job. The space allowance is virtually unlimited.

Add Standard Notes

To add standard notes (set up in HQ Standard Note), make sure focus is in the Notes box and click the right mouse button. From the shortcut menu, select the Standard Notes option, which brings up the Std Note Copy window. Enter the standard note to copy and click OK to add the note. Note will be appended to the end of existing note text (if applicable).

Spelling Check

You can run a spell check for any notes entered in this window. Click the Spelling button in the toolbar () or select the Spelling option from the Tools or shortcut menu.

Tip:

To use the Tab feature (such as to indent the first line of a paragraph or create columns), you will need to press Ctrl + Tab for each tab increment.

 

PM Import Estimates Edit

PM Import Estimates - Overview