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Quick Bid - 07.02 Create Conditions from an Excel File (Importing a Quantity Survey) - QB

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Quick Bid supports importing a properly formatted spreadsheet to create Condition and Quantities. The Survey, provided by a Quantity Surveyor, is created in your favorite spreadsheet program (such as Excel...) and then imported on the Conditions Tab.

We cover the formatting your Excel file and importing it into Quick Bid in the next two articles.

Caution

The next few articles are kind of long and very detailed. Please be patient and read through the steps carefully. Your Quantity Survey must be formatted exactly as explained in these articles or the import will fail.

Your original quantity survey file will need to be edited a bit before you can import it into Quick Bid. It must be manipulated so that all information is in the correct columns, defined in the next article. Attached to this article is an example of how a properly formatted Quantity Survey looks - you can use it as a template, if you like.

Note

Rules

To import the file successfully, it must adhere to the following rules:

Must be saved as a Microsoft Excel file (*.xls or *.xlsx file extension) (you can use another program to create/edit the spreadsheet, but you must save it as an Excel spreadsheet)
The Survey must use the same Units of Measure (Metric or Imperial) as the Quick Bid database into which you are importing the file (you cannot import a Metric survey into an Imperial database)
Row 1 in the spreadsheet must contain data in one of the columns to designate a start pointing for the file to be scanned (we recommend you enter the Project Name in Cell A1)
A Condition can be assigned to one Bid Area only - you can use this process to add the Quantify for the first Bid Area, then circle back and update each Condition, entering values for multi-areas as needed

The articles that follow walk you through the process of formatting your spreadsheet so it can be imported into Quick Bid.

Caution

Reminder, this process must be followed exactly or the import will fail.

Duplicating Conditions within the Same Bid

How to Format a Quantity Survey Excel Spreadsheet so You can Import It into Quick Bid

Attachments

QuantitySurveyImport_sample.xlsx

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