The Comp Calc / Cost Estimate Flexible CSV Import (hereafter referred to as “the import”) is used to create (it does not support update, upsert, or delete; only insert) Assignment Compensation Calculation(s) or Cost Estimate(s). While the import is capable of inserting just one Compensation Calculation/Cost Estimate record at a time, it is also capable of inserting an almost indefinite number of records in one run. The bulk of the data fields available for import include those fields that can be seen on the Compensation Calculation or Cost Estimate screen. There are a few exceptions and they are outlined below.
The import is available at both system and company levels. To run a system level import, click on the Configuration tab and locate the Import Data menu item under the Import / Export menu group. The company level version can be found by first selecting a company and then locate the Import Data menu item under the Processes menu group. The company level import will restrict data to assignments only for the selected company.
This import was designed to support Compensation Calculations, but since Compensation Calculations are actually stripped down Cost Estimates, Cost Estimates may be imported as well. That being said, the features supported by the import are focused on Compensation calculations and many features of Cost Estimates not used for Compensation Calculations are likely not supported. If using this import for Cost Estimates, thorough testing should be done.