Page Comparison

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Transfer labor hours from Crows Nest estimate

1. Navigate to Project Estimate form:

   1. Toolbar > Estimates icon, or

   2. Menu Bar > Estimating > Estimates

2. In Select Estimate box on left,locate Project Name

3. Right-click on Project Name

4. Select Process Estimate

5. View Process Estimate form (see image 1)

6. Make sure the Create Budget box is checked [x]

7. Click Start Process button

image 1 - Process Estimate

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Add labor hours manually to Project Cost form

1. Navigate to Project Cost form:

   1. Toolbar > Project Cost icon, or

   2. Menu bar > Accounting > Project Cost

2. Select Budget tab (middle left on form)

3. Select Labor child tab

4. View Labor Budget form (see image 2)

5. Right-click in the large box on the right to add Department and/or Operation

6. Select a cell in Department row and Hours column

7. Enter labor hours

image 2 - Project Cost > Labor Budget

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Add hours manually to Project Phase form

1. Navigate to Project form:

   1. Toolbar > Project icon, or

   2. Menu bar > Data > Project

2. In the Edit Project box > select Phase tab

3. To add a phase, see Adding Phases

4. Right-click on a Phase > select Detail

5. View Details form (see image 3)

6. Select Budget tab

7. Select Labor child tab

8. Right-click in lower box to add Department and/or Operation

9. Select a cell in Department row and Hours column

10. Enter labor hours

image 3 - Project Phase Details > Budget

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Import labor hours from external source

Open “Select an Import Source” window

PATH A =

1. Navigate to Project form:

   1. Toolbar > Project icon, or

   2. Menu bar > Data > Project

2. In the Edit Project box > select Phase tab

3. To add a phase, see Adding Phases

4. Right-click a Project Phase > select Import… (last menu item)

PATH B =

Navigate to Project Cost form:

1. Toolbar > Project Cost icon, or

2. Menu bar > Accounting > Project Cost

3. Select Budget tab (middle left on form)

4. Select Labor child tab

5. Click on Import button immediately below Labor child tab (see image 4)
   

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image 4 - Project Cost > Labor Budget > Import button

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Add Import Source

1. View Select an Import Source window

2. Right-click to Add a new source

3. Right-click Source > Change Type to…

   1. CSV w/ header

   2. CSV w/o header

   3. OBDC query

   4. MS Access database file

   5. Crows Nest

4. Right-click Source > Edit Post Import Query > Enter SQL Query:

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