Budget Import from Estimating

This button is used to take an estimate from a third party estimating program and import it as a job budget. The program can read any text file delimited with commas or tabs.

Interfacing With Xactware Products

Estimating products from Xactware, specifically Xactimate and XactRemodel, have a built in interface with JobView. For more information about interfacing with Xactware products, refer to the Xactware Interface topic.

When the Import from Estimating button is selected from the Budget Tab of Job Setup, the following screen will come into view.

Source

Add (button)

See Adding or Changing an Import Source

Change (button)

See Adding or Changing an Import Source

Delete (button)

Press the Delete button and the highlighted source will be deleted.

Preview (button)

Press the Preview button to see what the imported budget line items will look like.

Adding or Changing an Import Source

Press the Add or Change buttons and the following screen comes into view.

Source Name

This is the name of the import source. There must be a name or the source will not be saved.

File to be Imported

Enter the name of the file to be imported or click the lookup button and select the file. Below this field is a box that displays the field number and field contents.

ASCII Import File Format

Choose the format of the import file. Choose from Comma Delimited, Tab Delimited, or Fixed Position.

Add (button)

Press the Add button to add a field to the box. The following screen will come into view.

Enter the correct contents of the field and press OK.

Change (button)

Press the Change button to change the field contents.

Delete (button)

Press the Delete button to erase the field contents.

Action If Cost Code Budget Already Exists

Add Imported Budget to Existing Budget (radio button)

This option will add the imported estimate to the existing budget.

Replace Existing Current Budget (radio button)

This option will delete the current budget and replace it with the imported estimate.

Replace Existing Original Budget (radio button)

This option will delete the original budget and replace it with the imported estimate.

Replace Both Original and Current Budgets (radio button)

This option will delete the original and current budgets and replace them with the imported estimate.

Remove Existing Cost Code Budgets that don't exist in imported estimate (check box)

Check this box if the imported estimate is meant to completey replace the existing budget. If the box is checked, existing cost code budgets that are not included in the estimate being imported will be deleted (provided there have been no costs posted to the budgets).