Import updated cost items to a catalog

  1. Open a job in the Manage Estimates screen.
  2. Open the Catalog tab and open the catalog to which you want to import cost item updates. If you select a folder, only cost items in that folder are updated.
  3. Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
  4. From the Import tab, select the Catalog ASCII option.
  5. Click OK.
  6. Click Template and select the template that defines the import file. If you don't have a template designed for the import, you will need to build one.
  7. Click Select.
  8. Review the summary of the template definition.
  9. Under the Import Process section, select Update Catalog.
  10. Select the When updating Catalog, add New items to selected folder checkbox to add any new items from the import file to the selected catalog folder.
  11. In the File to Import field, click Browse and locate the file to import.
  12. Click Open.
  13. Select the Ignore unknown fields checkbox to have the application skip unrecognizable fields in the import file.
  14. Select the Preview first 10 lines only checkbox to preview the import without viewing all the data in the file.
  15. To test the import, click Preview. If the template and import are defined correctly, data is displayed.
  16. Click Import.
  17. When the summary of import results appears, click OK.
  18. Click OK.
  19. Click OK.