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Quick Bid - 07.02.03 Imported Quantity Survey Condition Names, Notes, Types, and Quantities - QB

Views: 545 Last Updated: 10/29/2024 07:06 am 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.

Caution

Review the previous articles for instructions on formatting your spreadsheet properly so you can import it into Quick Bid. There is a sample XLS file in your OCS Documents\Quick Bid folder to help you format your spreadsheet correctly. You can download another copy of it here:

https://storage.googleapis.com/download-prd/downloads/QB/QuantitySurveyImport_sample.xlsx

Additional Rules and Restrictions

Condition Names

Notice that the Condition Names, after import into Quick Bid are a combination of the (Base) Name and Item fields.

Quick Bid quantity_survey_import_-_spreadsheet_-_condition_name_change

Quick Bid quantity_survey_import_-_spreadsheet_-_condition_name_change-qb

Until there is a change to the (Base) Name, all Conditions are named the same, with the "Item" suffix.

Areas

This same process is used for the Area column, until a new Condition is defined with a new Area.

If the Area does not exist in Quick Bid, it is automatically added.

If the Area column (2) is blank, the Area is set to "unassigned"

Quick Bid qsc_column_area_undefined

Notes

The Description (Notes) column is used for the all Conditions that follow, until a new Condition is defined (each separate (or sub) Condition uses both the main Condition notes and its own sub-Condition notes).

Quick Bid quantity_survey_import_-_spreadsheet_-_notes1

Quick Bid quantity_survey_import_-_spreadsheet_-_notes2

Quick Bid quantity_survey_import_-_spreadsheet_-_notes3

Types

If Column A = "T," and the Description column (E) is blank, the Condition is imported without a Condition Type assigned. (This is not recommended because the Conditions, Labor, and Payroll Tabs can be Filtered by Condition Type.)

When the Condition Type is already defined in the Condition Type column, and no new Type is entered, the defined type is used for all Conditions that follow, until a new Condition Type is defined (Column A = "T").

If the Condition Type does not exist in Quick Bid, it is added automatically.

Quantities

If the Quantity column (6) and the UOM column (7) are defined for the Conditions, these fields will be automatically populated in Quick Bid.

Quick Bid Quantity Survey UOM must match the database

Quick Bid click here to view the previous article Importing your Quantity Survey Excel File to Create Conditions The Condition Detail Overview (Pricing Conditions) Quick Bid click here to view the next article



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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