For details about the fields and layout for importing estimates, see the Help Topics for importing in Job Cost help.

1. From the Tools menu, select Import, Estimates.
2. Enter the import file name or use the button next to the file name to browse and select the file.
3. Enter a name for the file that will hold any rejected records. If you do not include a suffix, ".jce" will be assigned.
4. Select the Allow creation of Cost Codes not on standard Cost Code list check box if you want to allow the import process to create new records for cost codes whose IDs are in the import file but not on the standard cost code list. This option is available only if you use categories.
5. Select the Import as an Approved Estimate Change check box if you want to create approve estimate change transactions. The Approved Estimate Change and Total Estimate fields on the job, cost code and category are updated. No Job Cost or Project Management Change Orders are created.
   Note: Production unit estimate amounts are always imported as original estimate amount.
6. Change the print options as necessary; then click Start.
7. Review the Estimate Import Report for a list of estimates imported and errors encountered. If the rejected file has errors correct them and use the corrected reject file as an import file.
   Note: For more information on rejection messages, search the exact message in the knowledgebase at www.sageKB.com.
8. If the import file is free of errors, post the imported entries using Tasks, Post Entries.

Notes:

• After the import process is complete, the import file is noted as being imported. If you try to import it again, you will receive a warning however the import will be allowed.
• The import process will stop with an error message on the Estimate Import Report if any categories are detected in the import file that are not set up as Standard Categories.
• If a job does not currently exist, it will be created.
• New jobs created as a result of importing an estimate automatically us Project Management change management if PJ is installed.