Import an Estimate from Excel

OBJECTIVE

To create a new ConstructionOnline estimate using the Excel import template

BACKGROUND

ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing. Importing from Excel means you can quickly import your tried-and-true Excel template for use in ConstructionOnline.

THINGS TO CONSIDER

  • Company Users assigned to the Project must have permission to be able to create, edit, or delete an Estimate.
  • Leave the column names in the Excel template as is. Changing the names will prevent the file from being imported properly.
  • The ReadMe sheet in the Excel template explains the purpose of each column in detail.
  • You can only import an Excel file if the Project currently has no Estimate.

STEPS TO IMPORT AN ESTIMATE FROM EXCEL

  1. Navigate to the desired Project via the Left Sidebar
  2. Select the Financials Tab
    1. This will automatically open the Estimating category
  3. Locate the Import from Excel box
  4. Download the Excel estimate template if you haven't already
    1. Choose the Template Type & click Download
    2. Follow the instructions to enter your information in the Template and save it
      1. Exit Excel and return to ConstructionOnline
  5. Click the Import from Excel button
  6. Choose the Excel File to Import and enter the Estimate Name
  7. Fill out the Estimate information based on the Excel template
  8. Click Save
    1. The new Estimate will automatically open

    You can create an Estimate anywhere in the Financials category by clicking the green +New button to the top right of the Left Sidebar.

    HAVE MORE QUESTIONS?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.