The purpose of this topic is to learn how to add and update cost items using the Cost Item Import Wizard. Perhaps you estimated a job, but missed the cost item or two, forgot to add secondary quantities, or didn't enter the correct account codes for some cost items. Now with your estimate loaded into InEight Control, you need to update your estimate with your missing cost item information.
If you already have the file to import, you can simply click the Import icon. If you don't have a file to import, you'll need to export a template file that you can then fill out. First, you'll need to confirm that your view has the data blocks with the columns you would like to be exported to the template so you can fill in the necessary information.
For this example, select the New View and drag and drop Task Details data block onto the blank area of the screen. Then drug and drop the Import/Export custom data block that was made for this exercise.
Their Current View shown is what will be exported to a CSV file format.
Open your Excel Export file containing edits to be imported into the CBS.
It's important to note that you can only edit current estimate values and associated attributes.
For all the terminal cost items that do not have an account code assigned to them, you will assign the proper account codes to them through the import and add secondary quantities. You will also add new cost items for the finalized project removals costs that were estimated but not confirmed during the estimating phase.
In the Excel spreadsheet, all the items in red text are updates and additions to the CBS register. Confirm your changes are saved in the Excel, and then go back into the Control Workspaces register. In Control Workspaces, click the Import icon and select Cost Items.
The Important CBS data window appears, click Browse and add the Excel file just updated.
Under Import Type, select Cost Items and Cost Item attributes.
Confirm you have selected the update existing in New Items option. For the cost item matching criteria, choose CBS Position, click Next.
On the Map Columns Page, you will match the CBS columns to the Excel files columns by clicking on the File columns and selecting their matching columns from the dropdown lists.
For example, click the Filter icon for the Control Field column.
Select Is equal to option and type in CBS position. Lastly, select Filter.
Under the Tasks column, you will now see the CBS position task.
Under the File column, select the dropdown and the Click to define mapping cell. Select CBS position.
You will know it is a successful mapping arrangement when a green key appears under the mapped column.
Do the same for CE final cost, CE final Man Hours, Cost Source, CE final unit cost, Secondary UOM, and Secondary quantity. Now that all the columns are mapped, click Next.
A progress bar displays while analysis of the import is being completed. If there are errors, click the Review errors and items for import link.
You will then be taken to a Review errors page where you can go in and fix outstanding errors. Once errors are fixed and completed, click Import.
A prompt appears informing you that you are about to update the CBS structure. Click Import now.
To confirm your import was successful, go to the Audit Log tab.
Click the Important history tab and confirm the status of the import. The Important history log will show you the status, errors, and creation details for the import.
Once you have confirmed your report was successful, select the CBS tab, and on the Import export data block you can see or import changes and additions.
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