Job Import (for Timberline) - Field Descriptions

Use the table below for reference when completing the fields on this screen.

Fields

Descriptions

Job

 Entry in this field is required. Enter the Spectrum job number into which the estimated job will be imported. This may be an existing Spectrum job, or double-click to display the Search Jobs window and click New to add a job from here.

Estimate type

 Use the drop-down menu to select the estimate type: Base contract or Change request.

Estimates for base contracts will continue to be recorded in Job Cost > Phase File Maintenance. Estimates for change requests will be updated to Accounts Receivable > Change Request Log / Entry.

If you select Change request, the Reference field displays. In the Reference field, enter an eight-digit alphanumeric reference for the change request estimate or select from a list of valid change requests.

Note: Only users with the proper security settings can add change requests on-the-fly by clicking the Maintenance button in the Change Requests For Selected Contract window. The Maintenance button does not display for users with insufficient security.

Estimates for base contracts will continue to be recorded in Job Cost > Phases. Estimates for change requests will be updated to Accounts Receivable > Change Request Log / Entry.

Labor cost type

 Enter the Spectrum materials cost type to which Timberline costs should be assigned when importing. Entry in these fields are required. After a cost type code has been entered, the cost type description displays from the Cost Type File Maintenance screen.

Equipment cost type

Material cost type

Subcontractor cost type

Other cost type

Clear job setup spreadsheet?

 Select this checkbox to clear the Job Setup before import. If the checkbox is left clear, the data being imported will append (add to the bottom) to the data that currently exists in the Job Setup. This allows users to import a base bid, then append alternate bids to the same Project Setup job and set up the job as one large job in Spectrum.

Price method

 If the price method selected is Cost plus or Time + material, then when the Job Setup Update is run, the job will automatically be set up in the Time + Materials module.

Set projected contract quantities: Cost type

 If this is a unit price job, enter the cost types to set projected contract quantities for. As a result, the projected contract will be used on all the Contract Status Reports instead of the original or revised contract amount.