![]() ![]() But the point of this is to help you understand the type of work that needs to be done and not overwhelm you with a lot of work. It is rare to get data that is formatted this well. This is the only setting available in the Pro version. It does not get a rate from the rate table. By using Trade, the item will get its rate directly from the Trade in the current labor rate table. If you use Crew, the item will get its rate from the Crew mix in the current labor rate table. We will add preceding zeros so that all Item Codes are 4 characters long. They are much easier to sort in a computer. But it is a best practice to make all item codes the same length. You cannot have a 4-level lookup such as Master Format without using this 3-level lookup. Hence it is a requirement to use the CSI lookup. You cannot have database items that are not using these two columns. This is important to know when building WinEst databases. In database speak, this is called a Composite Primary Key. The combination of the Minor Code and the Item Code form a unique item. ![]() Since we already have the headings in the database, we only need to import the Minor Code and the Item Code. There are three comments in the spreadsheet with instructions for formatting.Ĭolumn A is the Minor Section Code. Open the Items.xls file provided for this class. We will first format the data in an Excel file. The final data needs to be converted to text and exported to a text file. You often need to turn Excel formula results into data. Very often you will need to reformat columns of codes by adding zeros in front of numbers. In Excel you need to organize the columns to match that filter. You will need create a filter in WinEst with the columns of data you will be importing. This makes it relatively easy to format properly. The process of building an item database in WinEst is to import the data into an estimate, then update those items to the database.ĭata is not usually in a format ready for importing. ![]()
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