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  • If the Estimate Cost by Period option is ON, the system accumulates estimates from the multiple estimate entries. In this example, the total estimate for the cost code is 30 units at $3,000. If you were to create an additional estimate for the month of June on 6/08/15, for 5 units at $500, the total estimate for the cost code would be 35 units at $3,500.
  • If the Estimate Cost by Period option is OFF, the system replaces the first estimate with the second estimate. In this example, the new estimate for the cost code is 20 units at $2,000.

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2: Validate the information entered on the worksheet

When you finish entering information on the Job Import worksheet, the data should be validated before you actually update Job Cost. This allows you to see whether the update is going to be successful based on the requirements of the Job Cost system. If, for example, you have entered an invalid cost code, validating the information catches and allows you to correct that error.

To validate your data without updating Job Cost, choose Validate Only. When the validation is complete, the Job Cost Import Log appears, displaying any errors that were encountered during validation. Refer to Viewing the Job Cost Import Log file below for more information.

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The Job Cost Import Log is also saved in the Job Import installation folder as JobImportResults.html if you need to view it again later.

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3: Update Job Cost with the changes from the worksheet.

When you have completed and successfully validated the Job Import worksheet, you are ready to import the information into Job Cost. After the import, the corresponding Job Cost records are updated and/or created.

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The Job Cost Import Log is also saved in the Job Import installation folder as JobImportResults.html if you need to view it again later. See Viewing the Job Cost Import Log file below.

Note

If you add project tasks after the initial update to Job Cost, you have to manually add the cost codes in Job Cost. The import does not create new cost codes in Job Cost; it only updates data for existing cost codes.

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