Importing Estimates into Sage 300 CRE

Question

I am looking to Import several lines, with headers, and hoping someone has a template that is easy to follow. Not too sure what the Ps and Cs are for or what to enter. If you have an Excel template and/or detailed instructions, please let me know. Need to get in a HUGE job ASAP and I don't want to have to manually key in 1,000+ lines. Thanks for your help.

Art Minds · Accepted Answer

Hi Linda, 
 Your questions are answered in the Knowledgebase Article: P = Cost Code ( P hase) (if the cost code is not already set up; C = Cost Code estimate amount. A link to the Sage Knowledgebase is below, in the footer of this web page. The JCE file is the required naming convention for the J ob C ost E stimate import file. 
 Art Minds Independent Senior Consultant Pasadena CA

Erzsi_I · Answer

Hi Linda R, if the above suggested answer helped, please do mark it as verified (by clicking the "more" button) for the benefit of others in this forum : ). Thank you! 
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Art Minds · Answer

Hello Linda, 
 Have you clicked on "Help" in the Job Cost application? Search for "import estimates" and you'll find the required file structure and layout, what you're referring to as a "template." 
 You can also go to the Sage Knowledgebase and search for Solution ID: 24298 "Is there an example/template of Job Cost's Import Estimate?" There are two attached files for download in that Solution ID. 
 Art Minds Independent Senior Consultant Pasadena CA

Sage Construction & Real Estate

Importing Estimates into Sage 300 CRE

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