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Costcode and Estimate Import

Overview:

The Costcode and Estimate Import process is performed in the Estimate Worksheet window.  The window has an import utility to load estimate data from a spreadsheet.

Benefits:

  • Load from a spreadsheet instead of keying in an estimate
  • Utilize an export from estimating software

Roles:

  • Project Manager/Coordinator

Additional Content

Location:

  • Project Management > Estimates > Estimate Worksheet

Video:

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