[PM] Project Management Import Estimates

Tips:

Everything yellow=Enter Value

Everything green=Calculated Value you can override

First Complete your Import Spreadsheet prep work:

PMIE1. Select your bid spreadsheet for the import

PMIE2. Go into the "Project Info Tab"

PMIE3. Once you are in the tab, enter these:

A. Contract/Project Number 

Using the grid in Vista, you can see the last job number created

B. Project Name:

C. Customer # from Vista:

D. Bid Number:

PMIE4. Go into Contract Items Tab 

A. Are the item numbers correct? 

B. QTY (quantity) Correct?

C. UOM (unit of measure) Correct?

*Misc Description only for miscellaneous work

PMIE5. Go into Bid Sheet Tab

This is where the bid is created, you can adjust how many line items should.
Only the ones selected on the initial bid will be relevant.

PMIE6. Proposal tab is what would be downloaded as pdf and sent off as the bid to the Customer

PMIE7. Out Tab

A. Hit the Refresh Tab

B. Scroll through to verify data has been entered

C. Export to CSV

***IF you have an issue and need to unlock the export

Right click on the file

Properties

General Tab

Unblock

Apply

PMIE8. Once CSV has loaded double check that data came through and it looks correct, you are ready to export.

*Extra rows will be removed

If you have an error, this means one of the tabs above didn't have something input correctly. Please verify.

PMIE9. Select the correct job folder in dropbox, saved the file.

The job number should already be in the file name, it's a helpful reference.


Now you will go into Vista:

Project Management> Programs> PM Import Estimates

PMIE10. Select Import Date

PMIE11. Template, press f4 and select HCSS Heavy Bid

PMIE12. Import File 1: Pull your CSV File from your saved folder under the correlating job folder in Dropbox

PMIE13. Import ID: Put in the job number to have a reference.

PMIE14. Enter retainage

Default is usually 5.00%

PMIE15. Hit Import

PMIE16. Verify the numbers look correct and close.

PMIE17. Edit Work Tables

Verify all of the information looking correct

Info Tab:

PMIE18. Enter Mailing Address (site address for the job)

PMIE19. Enter shipping address

PMIE20. Review each tab for any errors.

Items Tab:

PMIE21. Double check that the items tab information remains accurate.

If there is an error, your font will show in red, if everything is black you are good to proceed

Phases Tab:

PMIE22. Double check that the phases tab information remains accurate.
If there is an error, your font will show in red, if everything is black you are good to proceed

Cost Types Tab:

PMIE23. Double check that the cost types tab information remains accurate

If there is an error, your font will show in red, if everything is black you are good to proceed

PMIE24. Upload into PM

PMIE25. Enter your Project Number

PMIE26. Enter Liab Template

PMIE27. Enter PR State, press f4 to select

PMIE28. Verify Contract Number Correct

PMIE29. Verify Department (Usually going to be operations) press f4 to enter

PMIE30. Enter the AR Customer Number in Vista (f4 to select)

PMIE31. Enter Retainage (default 5.00%)

PMIE32. Edit your Start Month

PMIE33. Select Upload

PMIE34. Once Import ID Has been successfully uploaded into PM, select Yes.