Issue/Symptom/Question

Why does the estimate import process not work?  Why does an internal system error show when uploading an estimate?

Applies To

PENTA for Windows > Project Management > Estimates > Estimate Worksheet

Microsoft Excel

Resolution/Fix/Answer

There could be a number of reasons why the import fails, here are some of the more frequent reasons:

• The Job already exists on the batch trying to import to
  • Delete the Job form the middle section of the screen and then put focus next to the Job again and import
    
    
    
• The field labels have been removed or are incorrect from the Excel File
  • See the PENTA Reference Manual (available on Help drop down on Menu bar) for information on field labels (Project Management > Window Descriptions > Estimate Worksheet Import)
  • Make sure the start_detail label identifies the first Costcode row to load
    • Highlight the first row and type in start_detail then hit Enter key to lock in the field label
      
      
      
• The Excel file is opened
  • Always Save and Close the Excel file prior to import
    
    
• Duplicate Field Labels exist
  • Open the Name Manager
    
  • Delete all existence of the duplicate labels and then add back the label in the correct cell, column, or row
    
    
• Confirm the Date field is in the Date Format