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Explains four ways to add labor hours:

  • Transfer from Crows Nest estimate

  • Manual entry in Project Cost

  • Manual entry in Project Phase

  • Import from external source 

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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:

Info

Crows Nest can import data in CSV format, with or without a header row.

Note

Data import from spreadsheets or other applications may require additional configuration and custom SQL queries

Request

. Get help with this at our Customer Portal

Select an Import Source window 

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