Import Pre-requisites
Cost Estimates are created from Cost Estimate Templates. A Company or System level Cost Estimate Template must exist and be specified for each row of the import. Cost Estimates belong to Assignments, so the Assignment record also must already exist and be specified on each row of the import.
Import File Requirements
The import file must be a comma delimited(.csv) file. An excel file can easily be saved as a comma delimited(.csv) file by selecting the File >> Save As option and changing the Save As Type field to “CSV (Comma Delimited) (*.csv)”. The import file must follow the exact order as presented below; if this order is not exact the import will be unsuccessful.
Every row in the file will have the same number of columns. This is a fixed format import file, so there is no need for a header row. If an error occurs on any row, the Cost Estimate will not be created or updated. The import screen will display any errors that occur and will provide record counts.