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QB - 07.02.02 Importing your Quantity Survey Excel File to Create Conditions

Views: 878 Last Updated: 11/07/2022 02:07 pm 0 Rating/ Voters
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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. Be sure to review the previous article for how you must format and configure your Excel file so it can be imported.

Sample Quantity Survey Template
There is a sample Quantity Survey template included in your OCS Documents\Quick Bid folder. If you have deleted that template, you can download it again here: https://kbase.oncenter.com/downloads/QuantitySurveyImport_sample.xlsx.

Importing The Quantity Survey

You can import a Quantity Survey (Excel file) that has been formatted specifically for Quick Bid. The option to import a quantity survey is available only if you are not using Quick Bid and On-Screen Takeoff interactively and have not created any Conditions already.

Caution
Please read this and the previous article carefully. The Quantity Survey must be formatted exactly as explained or the import will fail.

Once the Excel spreadsheet is properly formatted and laid out, you'll import it into Quick Bid from the Conditions Tab.

Right-click within the Conditions Tab and select Import Quantity Survey Conditions.

Import QS Context Menu

Note
The option to import a Quantity Survey is only available when the Conditions list is empty. If you have already added Condition, you can create a new Bid, import the Quantity Survey, and then copy the new Conditions into your existing Bid.

The Open Survey Conditions File dialog opens, browse to where the Excel file is stored.

Open QS File in Excel

Click OPEN - a confirmation displays to verify the UOM of the survey being imported matches the Measure Mode of the current database.

Caution
Do not attempt to import an Imperial based survey into a Metric based database or vice-versa.

Quantity Survey must match database Unit of Measure

The file is scanned to ensure it is formatted correctly and a status bar displays.

Import QS status

If no errors are encountered, a confirmation is displayed when the import is complete...

Quantity Survey imported

When the program encounters the column headers (Type, Area, Name) that define an 'importable' survey file, the file is further scanned to determine if the import process can proceed, if these exact columns are not found or there are other issues with how the spreadsheet is formatted, the following error is displayed:

Import QS warning message - invalid file format

If the import process generates an error, fix whatever is incorrect and try to import the file again. Review the example attached to this article.

Caution
The spreadsheet must be formatted exactly as indicated in the previous article or the import will fail.

Now that you've imported your Quantity Survey to create Conditions and specify Quantity, you will want to review how to build (price) Conditions. See previous articles for details on building Conditions.

previous article arrow How to Format a Quantity Survey Excel Spreadsheet so You can Import It into Quick BidImported Quantity Survey Condition Names, Notes, Types, and Quantities next article arrow


Attachments
QuantitySurveyImport_sample.xlsx 43.8 Kb 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.

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