Part I: Review the mapping of the general conditions phase code of the estimate file to make sure it is mapped to the standard phase code.

• Open the Timberline program (Sage Timberline Office v 9.7 / Estimating Extended) -

• Review the Phase column (2nd column from the left)

• Right-click on each cell under this column, select Detail Window.

• A popup window displays. Select the Unit Costs tab and make sure there is data on the Job Cost Phase section. Perform this check for all of the line items of the general conditions items.

Part II 2: Double Check the total of the estimate to be uploaded.

• Once done with the review, click on the Totals icon.

• A popup window displays a report. Take note of the Total as this will allow you to make sure all of the estimates are exported successfully.

Part III: Convert the Timberline file to a text file.

• From the main menu, select Interface.

• Click on Job Cost. The Job Cost Transfer Wizard will walk you through four steps (all steps must be completed). After you have completed the four steps in the Wizard, click Generate Transactions. The estimate file will upload in text format to a location of your choice, ready to be imported to Esti-Link.

  

  • Click Step 1.

    1. Enter the Job Cost file name.

    2. Enter the transaction date (default).

    3. Enter the Job Cost job # (enter the job number).

    4. Select the transaction file folder (browse to the folder on your pc/company drive where you want the estimate text file saved. The file will be accessed later for upload to Esti-Link (Project Setup).

  • Click Step 2 and select the default options.

  • Click Step 3 and select the default options.

  • Click on Step 4 and select Generate Transactions.

• A report displays. The text file has been successfully exported to the location you have specified in Step 1 of the Job Cost Transfer Wizard.

• Review the last two pages of the report, comparing the total of the estimate to the total in Part II and see if there are any unmapped phase codes. If there are any lines that did not upload successfully, a warning will display under the title "Warning Report." At this time you can either make corrections to the Timberline File and redo the Job Cost Transfer Wizard process, or correct it later during Project Setup (Esti-Link upload).

Part IV: Perform the Project Setup (Esti-Link) Estimate Upload.

After you have selected Generate Transactions, your Timberline text file is now residing in the folder of your choice and you can follow the steps for uploading the Timberline estimate to Project Setup.