On Center Home | MyOnCenter Portal | Start an On-Screen Takeoff Trial | Request a Quick Bid Demo | Contact Us | SALES: 1-866-627-6246
   
 
Learn more about Searching
Looking for help for one of ConstructConnect's Other products? Login


Tools
Table of Contents

QB - 07.02 Create Conditions from an Excel File (importing a Quantity Survey)

Views: 1255 Last Updated: 11/07/2022 02:06 pm 0 Rating/ Voters
Be sure to rate this article 5 Stars if you find it helpful!

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.

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. This process must be followed exactly or the import will fail.

previous article arrow Duplicating Conditions within the Same Bid How to Format a Quantity Survey Excel Spreadsheet so You can Import It into Quick Bid next article arrow


Attachments
QuantitySurveyImport_sample.xlsx 0 b Download File

Product documentation (user guides) describes functionality in the latest version of each major release and may not match the functionality in the version you are using. Please check the Product Information and Downloads pages by clicking one of the product buttons above.

Something Wrong with this Article? Let us Know! Copyright 2023 - On Center Software, Inc. by ConstructConnect - All Rights Reserved.