Import Data Screen Field Reference

Along with the General tab, the Import Data screen contains tabs for each import type available.

Note: For Estimating, only the General tab is available.

General tab

Use the General tab to see an overview of the import. Each time you return to the General tab from another tab, ProContractor prompts you to validate all external data.

Field

Description

Import Type

Displays the available import types: Chart of Accounts, Vendor, Customer, Project, Equipment, Employees, and Stock Receipts.

Note: Although the list includes many import types, only the Customer and Vendor import types are available in ProContractor.

Import From

Click to select the import data source for the import type.

  • Excel - You can import files with an XLS or XLSX extension.

  • QuickBooks - You can import data from QuickBooks 2002 and later (U.S. version).

  • Daily Field Report - You can import work in progress data from a Daily Field Report.

The import data source for the Customer and Vendor import types is QuickBooks.

File Location

If you are importing data from Microsoft Excel, click to browse to the Excel file containing the data you want to import.

Company

If you are importing data from QuickBooks, cClick to select to the QuickBooks company containing the data you want to import.

Posting Group

If you are importing stock receipts, enter the posting group for the time cards or stock receipts or click to select the posting group from a Lookup List.

Allow Duplicate Name

Select the checkbox to have ProContractor import records with duplicate names without giving any warnings.

Deselect the checkbox to have ProContractor warn about duplicate names for records. If duplicate names exist in your data, you can use the Allow Dup. Name checkbox for each record on the tab for the specific import type.

Number of Valid Records

Displays the number of valid records for the import type. Valid records will be imported when you select the Ready for Import checkbox and click Import.

Number of Invalid Records

Displays the number of invalid records for the import type. Invalid valid records have failed one or more validation checks. For details on each invalid record, click the tab for the import type and double-click on the invalid record.

Ready for Import

The Ready for Import checkbox is enabled for an import type if there is at least one valid record for that import type. Select the checkbox and click Import to import all valid records for the import.

Clear

Click Clear to clear external data for the import type. Note that any changes you have made to the external data will be lost.

Chart of Accounts tab

The grid on the Chart of Accounts tab shows the external chart of accounts data from QuickBooks as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate account name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

Some values may be set based on system settings. In addition, the following fields on the Chart of Accounts screen are automatically set to the following values:

  • The Use Subaccounts field (on the Subaccounts tab) is set to No.

  • The Posting Level field (on the Division tab) is set to Corporate Only.

ProContractor maps external chart of accounts data from QuickBooks according to the following mapping table.

QuickBooks Table/Field

Import Data Column

Notes

Account/AccountNumber

Account

Required

Account/FullName

Account Name

Required

Account/AccountType

Account Type

Required

Note

- not mapped -

Normal Balance

Required

- not mapped -

Cost Type

Conditional: Required if the account type is Equipment Cost, Project Expenses, or Project WIP Asset.

- not mapped -

Cost Flow Reporting Category

Conditional: Required if the account type is Fixed Assets, Other Current Assets, Other Non-Current Assets, Equity, Other Current Liabilities, or Other Non-Current Liabilities

Account/Desc

Memo

Account/IsActive

Status

Required

See the Help topic for the Chart of Accounts screen for field descriptions and valid values.

Vendor tab

The grid on the Vendor tab shows the external vendor data from QuickBooks as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate vendor name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

If a field in the external data is null and Default Vendor screen exists, ProContractor uses the default vendor data. Other values may be set based on system settings.

ProContractor maps external vendor data from QuickBooks according to the following mapping table.

QuickBooks Table/Field

Import Data Column

Notes

Vendor/Name

Vendor Name

Required

- not mapped -

Vendor

Required

- not mapped -

One Time Vendor

Required

- not mapped -

Sort Name

Required

- not mapped -

Web Site

Vendor/email

E-mail Address

Vendor/Phone

Phone Number

Vendor/Fax

Fax

- not mapped -

Payment Terms

Vendor/TermsRefListID

Payment Terms Name

System Determined: ProContractor sets this value based on the Payment Terms. QuickBooks data is mapped to the raw data column.

- not mapped -

Sales Tax Authority

Required

- not mapped -

Sales Tax Authority Name

System Determined: ProContractor sets this value based on the Sales Tax Authority.

- not mapped -

Default Invoice Status

Required

Dependency: If a Default Hold Reason value exists, this value must be Payment Hold.

- not mapped -

Default Hold Reason

- not mapped -

Default Transaction Type

Dependency: If a Default Cost Account value exists, this value must be General Ledger Only.

- not mapped -

Default Cost Type

Dependency: If a Default Cost Account value exists, this value must be GL Only.

- not mapped -

Default Cost Type Name

System Determined: ProContractor sets this value based on the Cost Type.

- not mapped -

Default Cost Account

- not mapped -

Default Cost Account Name

System Determined: ProContractor sets this value based on the Cost Account.

Vendor/IsActive

Status

Required

Vendor/Notes

Memo

- not mapped -

Vendor Compensation Report Type

Required

Dependency: If a Corporate Name 1 or Corporate Name 2 value exists, this value must not be None.

Vendor/VendorTaxIndent

Tax ID Number

Conditional: Required if the Vendor Compensation Report Type is a value other than None.

- not mapped -

Corporate Name 1

Conditional: Required if the Vendor Compensation Report Type is a value other than None.

- not mapped -

Corporate Name 2

Vendor/VendorAddressAddr1

Main Address Street 1

Vendor/VendorAddressAddr2

Main Address Street 2

Vendor/VendorAddressCity

Main Address City

Vendor/VendorAddressState

Main Address State

Vendor/VendorAddressPostalCode

Main Address Zip

Vendor/VendorAddressCountry

Main Address Country

Required

- not mapped -

Remit To Address Street 1

- not mapped -

Remit To Address Street 2

- not mapped -

Remit To Address City

- not mapped -

Remit To Address State

- not mapped -

Remit To Address Zip

- not mapped -

Remit To Address Country

- not mapped -

Purchase Address Street 1

- not mapped -

Purchase Address Street 2

- not mapped -

Purchase Address City

- not mapped -

Purchase Address State

- not mapped -

Purchase Address Zip

- not mapped -

Purchase Address Country

Conditional: Required if any part of a Purchase Address exists.

- not mapped -

Purchase Order Entry Message

- not mapped -

One Check Per Invoice

Required

- not mapped -

Check Reference Indicator

Required

- not mapped -

Only Print Details on Supplement Stub

Required

- not mapped -

Check Stub Comment

- not mapped -

Default Check Memo

See the Help topic for the Vendor screen for field descriptions and valid values.

Customer tab

The grid on the Customer tab shows the external customer data from QuickBooks as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate customer name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

If a field in the external data is null and Default Customer screen exists, ProContractor uses the default customer data. Other values may be set based on system settings.

ProContractor maps external customer data from QuickBooks according to the following mapping table.

QuickBooks Table/Field

Import Data Column

Notes

Customer/Name

Customer Name

Required

- not mapped -

Customer

Required

- not mapped -

Sort Name

Required

- not mapped -

Web Site

Customer/Email

E-mail Address

Customer/Phone

Phone

Customer/Fax

Fax

- not mapped -

Payment Terms

Required

Customer/TermRefListID

Payment Terms Name

System Determined: ProContractor sets this value based on the Payment Terms. QuickBooks data is mapped to the raw data column.

- not mapped -

Sales Tax Authority

Required

Customer/ItemSalesTaxRefID

Sales Tax Authority Name

System Determined: ProContractor sets this value based on the Sales Tax Authority. QuickBooks data is mapped to the raw data column.

- not mapped -

Finance Charge

- not mapped -

Finance Charge Name

System Determined: ProContractor sets this value based on the Finance Charge.

- not mapped -

Statement Type

Required

- not mapped -

Customer Classification

Customer/Type

Customer Classification Name

System Determined: ProContractor sets this value based on the Customer Classification. QuickBooks data is mapped to the raw data column.

Customer/IsActive

Status

Required

- not mapped -

Memo

Customer/ResaleNumber

Tax Exempt Number

Customer/BillAddressAddr1

Main Address Street 1

Customer/BillAddressAddr2

Main Address Street 2

Customer/BillAddressCity

Main Address City

Customer/BillAddressState

Main Address State

Required

Customer/BillAddressPostalCode

Main Address Zip

Customer/BillAddressCountry

Main Address Country

Required

Customer/ShipAddressAddr1

Ship To Address Street 1

Customer/ShipAddressAddr2

Ship To Address Street 2

Customer/ShipAddressCity

Ship To Address City

Customer/ShipAddressState

Ship To Address State

Customer/ShipAddressPostalCode

Ship To Address Zip

Customer/ShipAddressCountry

Ship To Address Country

Required

See the Help topic for the Customer screen for field descriptions and valid values.

Project tab

The grid on the Project tab shows the external project data from QuickBooks as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate projects name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

If a field in the external data is null and the default project exists, ProContractor uses the default project data. Other values may be set based on system settings.

ProContractor maps external project data from QuickBooks according to the mapping table.

QuickBooks Table/Field

Import Data Column

Notes

- not mapped -

Project

Required

Customer/Name

Project Name

Required

Customer/ShipAddressAddr1

Main Address Street 1

Customer/ShipAddressAddr2

Main Address Street 2

Customer/ShipAddressCity

Main Address City

Customer/ShipAddressState

Main Address State

Customer/ShipAddressPostalCode

Main Address Zip

Customer/ShipAddressCountry

Main Address Country

Required

Customer/IsActive

Status

Required

Customer/JobDesc

Memo

- not mapped -

Division

Required

- not mapped -

Division Name

System Determined: ProContractor sets this value based on the Division.

- not mapped -

Project Classification

Required

- not mapped -

Project Classification Name

System Determined: ProContractor sets this value based on the Project Classification.

- not mapped -

Project Group

- not mapped -

Project Group Name

System Determined ProContractor sets this value based on the Project Group.

- not mapped -

Sales Tax Authority

Required

Customer/ItemSalesTaxRefListID

Sales Tax Authority Name

System Determined: ProContractor sets this value based on the Sales Tax Authority. QuickBooks data is mapped to the raw data column.

Customer/ResaleNumber

Tax Exemption Number

- not mapped -

Posting Type

Required

Dependency: If a Master Project value exists, this value must be Sub Project.

- not mapped -

Master Project

Conditional: Required if the posting type is Sub Project.

- not mapped -

Master Project Name

System Determined: ProContractor sets this value based on the Master Project.

- not mapped -

Control Percent Complete By

Required

Dependency: If the Percent Complete Method is UNITS – Units Complete or COST TYPE – By Cost Type, this value must be Cost Type.

- not mapped -

Percent Complete Method

Required

- not mapped -

Calculate Budget By

Required

- not mapped -

Customer

- not mapped -

Customer Name

System Determined: ProContractor sets this value based on the Customer.

- not mapped -

Contract Date

Required

- not mapped -

Estimated Completion Date

- not mapped -

Owners Project Number

- not mapped -

Square Footage Number

- not mapped -

Work Location

Required

- not mapped -

Work Location Name

System Determined: ProContractor sets this value based on the Work Location.

- not mapped -

Print Certified Payroll Report

Required

- not mapped -

Certified Payroll Start Date

- not mapped -

Project Override - Self-Insured Certificate Number

- not mapped -

Project Override - Workers' Compensation Policy Number

- not mapped -

Labor Burden Percent

- not mapped -

Markup Method

- not mapped -

Markup Method Name

System Determined: ProContractor sets this value based on the Markup Method.

- not mapped -

Make Available To Web

- not mapped -

Last Web Sync Date

See the Help topic for the Project screen for field details and valid values.

Equipment tab

The grid on the Equipment tab shows the external equipment data from Excel as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate equipment name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

If a field in the external data is null and Default Equipment screen exists, ProContractor uses the default equipment data. Other values may be set based on system settings.

ProContractor maps external equipment data from Excel according to the following import template.

Import Data Column

Notes

External ID

Required

Note: If you don't provide an external ID, ProContractor assigns an identifier. However, Viewpoint recommends that you provide an external ID value for each external data record. An external ID is typically a unique identifier for the record from your original system. ProContractor uses the external ID to map links between imported records. For example, a project is associated with a customer. When you import your external project data, each project may contain a link to a customer using the customer number from your original system. If you used that original customer number as the external ID in the customer external data, the link between the customer and the project will be maintained once you import both sets of data into ProContractor.

Equipment

Required

Equipment Name

Required

Division

Required

Division Name

System Determined: ProContractor sets this value based on the Division. If the template contains a value for this field, it is mapped as raw data.

Equipment Class

Required

Equipment Class Name

System Determined: ProContractor sets this value based on the Equipment Class. If the template contains a value for this field, it is mapped as raw data.

Ownership Type

Status

Required

Memo

Manufacturer

Manufacturer Name

System Determined: ProContractor sets this value based on the Manufacturer. If the template contains a value for this field, it is mapped as raw data.

Model

Model Year

Color

Serial Number/VIN

Acquire Date

New-Used

Acquire From

Acquire From Name

Acquire Note

Retire Date

Initial Meter Reading

Initial Meter Date

Conditional: Required if an Initial Meter Reading value exists.

Last Location Id

Conditional: Required if a Last Location Date value exists.

Last Location Name

System Determined: ProContractor sets this value based on the Last Location. If the template contains a value for this field, it is mapped as raw data.

Last Location Date

Conditional: Required if a Last Location value exists.

Last Meter Reading

Conditional: Required if a Last Meter Reading Date value exists.

Last Meter Reading Date

Conditional: Required if a Last Meter Reading value exists.

Tare Weight

Fuel Capacity

Fuel Type

Lien Holder

License Number

State

License Expire Date

Warranty

Warranty Expire Date

Insurance

Insurance Expire Date

Note: The cost types (on the Equipment Cost Type tab) and the usage types (on the Usage Type tab) are set according to the equipment class.

The import template is installed along with ProContractor in the following location:

C:\Program Files\Maxwell Systems\ProContractorMX\Import Templates

You can add columns to the import template for any user-defined fields that exist for this function.

See the Help topic for the Equipment screen for field details and valid values.

Employee tab

The grid on the Employee tab shows the external employee data from QuickBooks as it will be imported into ProContractor. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate employee name values causing a record to fail validation are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation. To add data or to address issues with records that fail validation, use the procedures below to transform the data.

If a field is not mapped from QuickBooks or a value in the external data is null, ProContractor uses data from the Employee screen. Other values may be set based on system settings.

ProContractor creates a contact for each imported employee.

If an imported employee does not have an address, ProContractor assigns the payroll country as the country for the employee's address.

ProContractor maps external employee data from QuickBooks according to the following mapping table.

QuickBooks Table/Field

Import Data Column

Notes

- not mapped -

Company

Required

- not mapped -

Company Name

System Determined: ProContractor sets this value based on the Company.

- not mapped -

Employee

Required

Employee/Salutation

Title

Employee/FirstName

First

Required

Employee/MiddleName

Initial

Employee/LastName

Last

- not mapped -

Suffix

- not mapped -

Sort Name

Required

Employee/BirthDate

Birth Date

Employee/AltPhone

Work Phone

- not mapped -

Extension

Employee/Phone

Home Phone

Employee/Mobile

Cell Phone

Employee/Pager

Pager Number

Employee/Fax

Fax

Note: This value is mapped to the Fax field on the General tab of the Contact screen.

Employee/SSN

Social Security Number

- not mapped -

Driver's License Number

Employee/IsActive

Status

Required

Employee/Notes

Memo

- not mapped -

Alien Number

Conditional: Required if an Expiration Date value exists.

- not mapped -

Alien Number Expiration Date

Conditional: Required if an Alien Number value exists.

Employee/Email

E-mail Address

- not mapped -

Chat ID

Employee/EmployeeAddressAddr1

Main Address Street 1

Employee/EmployeeAddressAddr2

Main Address Street 2

Employee/EmployeeAddressCity

Main Address City

Employee/EmployeeAddressState

Main Address State

Employee/EmployeeAddressPostalCode

Main Address Zip

- not mapped -

Main Address Country

Required

- not mapped -

Employee Status Date

Required

- not mapped -

Pay Status Change Reason

Required

- not mapped -

Employee Status Name

System Determined: ProContractor sets this value based on the Pay Status Change Reason.

- not mapped -

Employee Status Memo

- not mapped -

Set Employee Status To

Required

- not mapped -

New Hire

Required

- not mapped -

Term

Required

- not mapped -

Employment Type

Required

Employee/HiredDate

Original Hire Date

Required

Employee/EmployeeType

Corporate Officer

Required

Note: If the Employee Type value in QuickBooks is Officer, the Corporate Officer value in ProContractor is set to Yes.

- not mapped -

Life To Date Hours

Required

- not mapped -

Pay System

Required

- not mapped -

Pay System Name

System Determined: ProContractor sets this value based on the Pay System.

Employee/PayrollInforPayPeriod

Pay Frequency

Required

Employee/Gender

Gender

Required

- not mapped -

Utilization Ethnic Classification

Required

- not mapped -

Utilization Classification

Required

- not mapped -

EEO Ethnic Category

Required

- not mapped -

EEO Job Category

Required

- not mapped -

Effective Date (Time Card Defaults)

Conditional: Required if any Time Card Default value exists.

- not mapped -

Days Offset From Period End Date (Time Card Defaults)

- not mapped -

Transaction Type (Time Card Defaults)

Conditional Required if any Time Card Default value exists.

- not mapped -

Profit Center (Time Card Defaults)

- not mapped -

Profit Center Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Profit Center.

- not mapped -

CMR (Time Card Defaults)

Dependency: CMR must be valid for the Cost Code and the Profit Center.

- not mapped -

CMR Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the CMR.

- not mapped -

Cost Code (Time Card Defaults)

Dependency: Cost code must be valid for the Profit Center.

- not mapped -

Cost Code Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Cost Code.

- not mapped -

Division (Time Card Defaults)

Dependency: If both Division and Profit Center exist, the Division must be the same as the one used for the Profit Center.

- not mapped -

Division Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Division.

- not mapped -

Work Location (Time Card Defaults)

Dependency: If both Work Location and Profit Center exist, the Work Location must be the same as the one used for the Profit Center.

- not mapped -

Work Location Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Work Location.

- not mapped -

Trade Union (Time Card Defaults)

- not mapped -

Trade Union Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Trade Union.

Class

Pay Class (Time Card Defaults)

Dependency: Pay Class must be valid for the Trade Union.

- not mapped -

Pay Class Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Pay Class.

- not mapped -

Cost Type (Time Card Defaults)

Dependency: Cost Type must be valid for the COR, the Cost Code, and the Profit Center.

- not mapped -

Cost Type Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Cost Type.

- not mapped -

Payroll Cost Account (Time Card Defaults)

- not mapped -

Payroll Cost Account Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Payroll Cost Account.

Workers Comp Code

Insurance Classification (Time Card Defaults)

- not mapped -

Insurance Classification Name (Time Card Defaults)

System Determined: ProContractor sets this value based on the Insurance Classification.

- not mapped -

Overtime Exempt (Time Card Defaults)

Conditional: Required if any Time Card Default value exists.

- not mapped -

Pay Cycle Salary (Time Card Defaults)

- not mapped -

Regular Hours (Time Card Defaults)

Earnings 1 / Rate

Regular Rate (Time Card Defaults)

- not mapped -

Overtime Hours (Time Card Defaults)

- not mapped -

Overtime Rate (Time Card Defaults)

- not mapped -

Doubletime Hours (Time Card Defaults)

- not mapped -

Doubletime Rate (Time Card Defaults)

- not mapped -

Number Of Pieces (Time Card Defaults)

- not mapped -

Amount (Time Card Defaults)

- not mapped -

Description (Time Card Defaults)

- not mapped -

Federal Income Tax Exempt

Required

- not mapped -

Federal Authority

Required

- not mapped -

Federal Authority Name

System Determined: ProContractor sets this value based on the Federal Authority.

Federal Filing Status

Federal Withholding Status

Required;

Dependency: Federal Withholding Status must be valid for the Federal Authority.

Federal Allowances

Federal Allowances

Required

- not mapped -

FICA Exempt

Required

Federal Extra Amount

Federal Income Tax Additional Amount

Required

Employee/EmployeeType

Statutory Employee

Required

Note: If the Employee Type value in QuickBooks is Statutory, the Statutory value in ProContractor is set to Yes.

- not mapped -

Retirement Plan

Required

- not mapped -

Third-Party Sick Pay

Required

- not mapped -

Hire State

Required

- not mapped -

Hire State Name

System Determined: ProContractor sets this value based on the Hire State.

Hire State

Withholding State

Required

- not mapped -

Withholding State Name

System Determined: ProContractor sets this value based on the Withholding State.

State Filing Status

State Withholding Status

Required;

Dependency: State Withholding Status must be valid for the Withholding State.

State Allowances

State Allowances

Required

State Worked

State Income Tax Additional Amount

Required

State Extra Amount

SUTA State

Required

- not mapped -

SUTA State Name

System Determined: ProContractor sets this value based on the SUTA State.

- not mapped -

Local Authority

- not mapped -

Local Authority Name

System Determined: ProContractor sets this value based on the Local Authority.

- not mapped -

Local Status

Conditional: Required if a Local Authority value exists.

- not mapped -

Local Income Tax Additional Amount

Conditional: Required if a Local Authority value exists.

See the Help topic for the Employee screenfor field details and valid values.

Stock Receipts tab

The grid on the Stock Receipts tab shows the external employee time card data from Excel as it will be imported. Use the tab to review the data and edit it, as needed.

Note: After you import stock receipt data, you must post the stock receipts for the posting group on the Post Stock Receipts screen.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate stock receipt lines, which cause a record to fail validation, are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation.

To add data or to address issues with records that fail validation, use the procedures below to transform the data.

ProContractor cannot import external stock receipt data from QuickBooks.

ProContractor maps external stock receipt data from Excel according to the import template. For more information, see the following table.

Import Data Column

Notes

Warehouse

Required

Warehouse Name

System Determined: ProContractor sets this value based on the Warehouse. If the template contains a value for this field, it is mapped as raw data.

Item

Required

Item Name

System Determined: ProContractor sets this value based on the Item. If the template contains a value for this field, it is mapped as raw data.

Offset Division

Required

Offset Division Name

System Determined: ProContractor sets this value based on the Offset Division. If the template contains a value for this field, it is mapped as raw data.

Offset Account

Required

Offset Account Name

System Determined: ProContractor sets this value based on the Offset Account. If the template contains a value for this field, it is mapped as raw data.

Quantity

Required

Unit Cost

Required

Unit of Measure

System Determined: ProContractor sets this value based on the Item. If the template contains a value for this field, it is mapped as raw data.

Amount

System Determined: ProContractor sets this value based on the Quantity and Unit Cost. If the template contains a value for this field, it is mapped as raw data.

The import template is installed along with ProContractor in the following location:

C:\Program Files\Maxwell Systems\ProContractorMX\Import Templates

If a time card line is associated with a closed profit center (project or equipment), the record for the time card will fail validation and the Profit Center field will be shaded in red. If you want to post the time card to the closed profit center, select the Allow Posting to Closed Profit Center checkbox and enter the password for the closed profit center.

If a time card line number is used more than once, the employee time card will fail validation and the Line field will be shaded in blue. If you want to overwrite the duplicated line, select the Overwrite Line checkbox.

See the Help topic for the Enter Stock Receipts screen for field details and valid values.

Work In Progress tab

The grid on the Work In Progress tab shows the external work in progress (WIP) data from Excel or a ProContractor Daily Field Report as it will be imported. Use the tab to review the data and edit it, as needed.

The first column indicates whether a record passed or failed validation. External data values causing a record to fail validation are shaded in red. Duplicate posting date, project, cost code, and cost type lines, which cause a record to fail validation, are shaded in blue. Mouse over the next to a failed record to view the reasons it failed validation.

The data required or valid for the work in progress entry depends on the Control Percent Complete By and the Percent Complete Method set for the project.

To add data or to address issues with records that fail validation, use the procedures below to transform the data.

ProContractor cannot import external work in progress data from QuickBooks.

ProContractor maps external work in progress data from Excel according to the following import template.

Import Data Column

Notes

External ID

Posting Date

Required

Project

Required

Project Name

System Determined: ProContractor sets this value based on the Project. If the template contains a value for this field, it is mapped as raw data.

Division

Division Name

System Determined: ProContractor sets this value based on the Division. If the template contains a value for this field, it is mapped as raw data.

Cost Code

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If Control Percent Complete By is set to Project, the Cost Code field must be blank. If Control Percent Complete By is set to Cost Code, the Cost Code field is required.

Cost Code Name

System Determined: ProContractor sets this value based on the Cost Code. If the template contains a value for this field, it is mapped as raw data.

Cost Type

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If Control Percent Complete By is set to Project, the Cost Type field must be blank. If Control Percent Complete By is set to Cost Code, the Cost Type field must be blank unless the Percent Complete Method is Cost Type. In which case, Cost Type is required.

Cost Type Name

System Determined: ProContractor sets this value based on the Cost Type. If the template contains a value for this field, it is mapped as raw data.

Percent Complete

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to % (Percent Complete) or Cost %, a value is required in one of the following fields: Percent Complete, Cost to Complete, or Cost at Completion. If the Percent Complete Method is set to Cost or Hours, the Percent Complete must be either 0 or 100. If the Percent Complete Method is set to Units, a value is required in one of the following fields: Percent Complete, Quantity Completed on Posting Date, or Quantity Completed To Date.

Cost to Complete

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to % (Percent Complete) or Cost %, a value is required in one of the following fields: Percent Complete, Cost to Complete, or Cost at Completion. If the Percent Complete Method is set to Cost, Hours, or Units, the Cost to Complete must be blank.

Cost at Completion

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to % (Percent Complete) or Cost %, a value is required in one of the following fields: Percent Complete, Cost to Complete, or Cost at Completion. If the Percent Complete Method is set to Cost, Hours, or Units, the Cost at Completion must be blank.

Unit of Measure

Unit of Measure Name

System Determined: ProContractor sets this value based on the Unit of Measure. If the template contains a value for this field, it is mapped as raw data.

Quantity Completed on Posting Date

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to Units, a value is required in one of the following fields: Percent Complete, Quantity Completed on Posting Date, or Quantity Completed To Date. For all other settings, the Quantity Completed on Posting Date must be blank.

Quantity Completed to Date

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to Units, a value is required in one of the following fields: Percent Complete, Quantity Completed on Posting Date, or Quantity Completed To Date. For all other settings, the Quantity Completed To Date must be blank.

Projected Cost

Projected Quantity

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to Units, Projected Quantity can contain a value. For all other settings, Projected Quantity must be blank.

Projected Unit Cost

Conditional: Valid values depend on the Percent Complete Method and the Control Percent Complete By settings for the project. If the Percent Complete Method is set to Units, Projected Unit Cost can contain a value. For all other settings, Projected Unit Cost must be blank.

The import template is installed along with ProContractor in the following location:

C:\Program Files\Maxwell Systems\ProContractorMX\Import Templates

If the posting date for a work in progress entry is associated with a closed period, the record for the work in progress will fail validation and the Posting Date field will be shaded in red. If you want to post the work in progress to the closed period, select the Allow Posting to Closed Period checkbox and enter the password for the closed period.

If a work in progress entry is associated with a closed project, the record for the work in progress will fail validation and the Project field will be shaded in red. If you want to post the work in progress to the closed project, select the Allow Posting to Closed Project checkbox and enter the password for the closed project.

If a work in progress entry exists for the posting date, project, cost code, and cost type combination, the work in progress line will fail validation and the Posting Date field will be shaded in red. If you want to overwrite the duplicated line, select the Overwrite Existing WIP Entry checkbox.

If a work in progress entry exists for the project, cost code, and cost type combination for a more recent date than the posting date on the line, the work in progress line will fail validation and the Posting Date field will be shaded in red. If you want to post the work in progress with the earlier posting date, select the Confirm Backdated Posting checkbox.

Note: If you confirm a backdated posting, ProContractor will adjust all future entries.

See the Help topic for the Update Work in Progress screen for field details and valid values.