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

Views: 830 Last Updated: 11/07/2022 02:06 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.

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 at the bottom of this article to help you format your spreadsheet correctly.

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.

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"

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).

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.

Quantity Survey UOM must match the database

previous article arrow Importing your Quantity Survey Excel File to Create ConditionsThe Condition Detail Overview (Pricing Conditions) next article arrow


Attachments
QuantitySurveyImport_sample.xlsx 43.8 Kb Download File

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