Import an estimate from a Microsoft Excel file

Before you begin

All unit fields must be 10 characters or less.
Conversion, waste, and rate fields cannot be blank. The following values are usually used as default:
- Conversion = 1.0
- Waste = 0.0
- Cost and Sell Rates = 0.00
Cost and sell rate fields must be formatted as a number, not currency.

Prepare a Microsoft Excel file for import

Open a blank Microsoft Excel spreadsheet or download the sample file.
The first row specifies the column names and must be labeled as shown in the table below.
Make sure that all the required fields are included. Field names do not contain any spacing within the word, or before and after.
Make sure that the sheet is labeled as Sheet1.
Start entering data from the second row.
Save the file in Excel 97-2003 format (*.xls).
Close the file to enable Sage Construction Management to import the data.

Import estimate

Microsoft Excel import samples

Estimate file fields

Column name/First row	Required (*)	Field type	Comments
Cost code sections
CostCodeOrderNumber		Number
CostCode	*	Text
CostCodeDescription	*	Text
CostCodeQuantity	*	Number	Make sure that the spreadsheet numbering format doesn't have any special characters, such as parenthesis. In addition, negative numbers should be listed as -100, not (100).
CostCodeUnit	*	Text	For example, LS Units must be 10 characters or less.

Cost code internal grouping fields
CostCodeDiv		Text
CostCodeDivDesc		Text
CostCodeMaj		Text
CostCodeMajDesc		Text
CostCodeMin		Text
CostCodeMinDesc		Text
CostCodeSubMin		Text
CostCodeSubMinDesc		Text

Location fields
Location		Text
LocationDiv		Text	If the LocationDiv field is specified, then the Location field must also be specified.
LocationMaj		Text	If the LocationMaj field is specified, then the Location and LocationDiv fields must also be specified.
Item description and quantity fields
Number	*	Number	The number is used as the Item Sort Number. Numbers can be repeated as the first item in each section starts out with 1.
Code		Text	If a code is specified, Sage Construction Management checks the work items table for items matching the specified code. If an item exists, then the work item's total cost and sell rate can be used to set the estimate item's unit rates respectively.
Description	*	Text
Quantity	*	Number	The quantity can be either an integer, such as 1, 5, or 10, or real, such as 1.2500, or 2.5.
Unit	*	Text	Units must be 10 characters or less.
AllowanceItem		Text	Options: Yes or No

Manufacturer's information
Manufacturer		Text
UPC		Text	Universal part code.
CatalogNum		Text	Manufacturer's catalog number.
Size		Text	Overall size or dimensions.
ShipWeight		Text	Shipping weight.
ShipHeight		Text	Shipping height dimension.
ShipWidth		Text	Shipping width dimension.
ShipDepth		Text	Shipping depth dimension.

Material fields
MatlConv		Number	If the material cost rate (MatlCostRate) is specified in the spreadsheet, it is recommended to also specify the MatlConv, MatlWaste, and MatlUnits columns. The MatlUnit field must be 10 characters or less. In the MatlWaste field, enter percentages as plain numbers. For example, for 10% enter 10 in the spreadsheet cell.
MatlWaste		Number
MatlUnit		Text
MatlCostRate		Number
MatlSellRate		Number

Labor fields
LbrConv		Number	If labor cost rates (LbrBaseCostRate or LbrBurdenCostRate) are specified in the spreadsheet, it is recommended to also specify the LbrConv and LbrUnits fields. If hours, days, weeks, or months is used in the LbrUnits column, Sage Construction Management will automatically calculate the correct man-hours for the line item. For example, if the Quantity is 24 and the LbrConv is 0.5, then LbrQty = Quantity * LbrConv = 24 * 0.5 = 12 The LbrUnit field must be 10 characters or less. If LbrUnit is Hours or Hrs, then the estimate item's man hours is 12. If LbrUnit is Days or Day, then the estimate item's man hours is 12 * 8 = 96. If LbrUnit is Weeks or Week, then the estimate item's man hours is 12 * 40 = 480.
LbrUnit		Text
LbrBaseCostRate		Number
LbrBurdenCostRate		Number
LbrSellRate		Number

Equipment fields
EqpConv		Number	If equipment cost rates (EqpBaseCostRate or EqpBurdenCostRate) are specified in the spreadsheet, it is recommended to also specify the EqpConv and EqpUnits fields. EqpUnit must be 10 characters or less. If hours, days, weeks, or months is used for the EqpUnits column, Sage Construction Management will automatically calculate the correct equipment hours for the line item, as described above.
EqpUnit		Text
EqpBaseCostRate		Number
EqpBurdenCostRate		Number
EqpSellRate		Number

Subcontractor fields
SubConv		Number	If the SubCostRate field is specified in the spreadsheet, it is recommended to also specify the SubConv and SubUnits fields. The SubUnit field must be 10 characters or less.
SubUnit		Text
SubCostRate		Number
SubSellRate		Number

Other fields
OtherConv		Number	If the OtherCostRate field is specified in the spreadsheet, it is recommended to also specify the OtherConv and OtherUnits fields. The OtherUnit field must be 10 characters or less.
OtherUnit		Text
OtherCostRate		Number
OtherSellRate		Number

Comment fields
ItemComments		Text
ItemProposalComments		Text
ItemRFPComments		Text

Special instructions for sell rates

If the sell rate either matches the cost rate or is missing, then the resource markup type will be set to Same as Cost. If the sell rate is listed but doesn't match the cost rate, then the resource markup type will be set to Manual.