Import estimate data into a new job

Open the Import Estimate screen.
In the Estimate Job field, enter the job number for the new estimate job.
In the Estimate Job Name field, enter the name for the new estimate job.
Click Template to select the template for the import file and click Select. If you don't have a template designed for this import, you will need to build one.
In the File to Import field, click to browse to the file to import and click Open.
Select the Overwrite Existing WBS Col Names checkbox to overwrite the existing WBS column names with the column names from the import file.
Select the Reset WBS Column Names checkbox to reset the WBS column names to the default column names.
Note: You cannot select both the Overwrite Existing WBS Col Names checkbox and the Reset WBS Column Names checkbox. If you don't select either checkbox, the application maintains the current WBS column names.
Select the Delete All Existing Cost Items checkbox to delete all cost items from the existing job and replace them with the cost items in the import file.
Select the Ignore Unknown Fields checkbox to have the application skip unrecognizable fields in the import file.
Click Import.
Click OK.

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