[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"detail-sidebar-cat-1-en-105":3,"doc-seo-243236-105":53,"doc-detail-243236-en":126},{"code":4,"msg":5,"data":6},0,"success",[7,14,19,24,29,34,39,44,49],{"id":8,"doc_module":9,"doc_module_name":10,"category_name":11,"show_sort_weight":12,"slug":13},11,1,"Template","Presentations",90,"presentations",{"id":15,"doc_module":9,"doc_module_name":10,"category_name":16,"show_sort_weight":17,"slug":18},12,"Resumes",80,"resumes",{"id":20,"doc_module":9,"doc_module_name":10,"category_name":21,"show_sort_weight":22,"slug":23},14,"Invoices",70,"invoices",{"id":25,"doc_module":9,"doc_module_name":10,"category_name":26,"show_sort_weight":27,"slug":28},15,"Posters",60,"posters",{"id":30,"doc_module":9,"doc_module_name":10,"category_name":31,"show_sort_weight":32,"slug":33},16,"Social Media",50,"social-media",{"id":35,"doc_module":9,"doc_module_name":10,"category_name":36,"show_sort_weight":37,"slug":38},17,"Forms",40,"forms",{"id":40,"doc_module":9,"doc_module_name":10,"category_name":41,"show_sort_weight":42,"slug":43},18,"Letters",30,"letters",{"id":45,"doc_module":9,"doc_module_name":10,"category_name":46,"show_sort_weight":47,"slug":48},21,"Paper Templates",5,"papers-templates",{"id":50,"doc_module":9,"doc_module_name":10,"category_name":51,"show_sort_weight":4,"slug":52},158,"General","general-158",{"code":4,"msg":54,"data":55},"ok",{"site_id":56,"language":57,"slug":58,"title":59,"keywords":60,"description":61,"schema_data":62,"social_meta":119,"head_meta":121,"extra_data":123,"updated_unix":125},105,"en","ineight-estimate-cbs-excel-import-change-log-initial-publication","InEight Estimate - CBS Excel Import - Change Log - Initial publication","","InEight Estimate provides a structured method to import cost item data from an Excel spreadsheet into the Master CBS or the Estimate CBS. The process maps Excel columns to CBS Register fields, enabling either the addition of new cost items or the incremental update of existing ones. When existing items are updated, mapped fields are refreshed based on Define Mapping rules and validation options. 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Editorial or minor changes that do not affect the context of the document are not included in the changelog.  \n\n| Rev | Date | Description |\n| --- | --- | --- |\n| 1.0 | 08-JUL-2021 | Initial publication |\n\nContents  \nOverview ...........................................................................................................................................4  \nCBS Excel Import ................................................................................................................................4  \nPrerequisites.............................................................................................................................................. 5  \nImporting Data .......................................................................................................................................... 5  \nSelecting the Import File ....................................................................................................................... 5  \nDefine the Import Rules ........................................................................................................................ 6  \nPost Import ......................................................................................................................................... 10  \nSave Mapping Settings ........................................................................................................................ 11  \nOverview  \nThis document explains the process for importing cost items from an Excel file into the CBS (Cost Breakdown Structure) .  \nCBS Excel Import  \nThe Excel import provides a way for you to define cost item data in a spreadsheet, and then import that data into the Master CBS or the Estimate CBS.  \nThis depends on how the data in the spreadsheet is mapped to Estimate fields in the corresponding Cost Breakdown Structure (CBS) Register.  \nYou may want to first export your current CBS to be used as a template to import back into your Estimate. This way, you can alter an Excel spreadsheet that was exported directly from your Estimate, and copy/paste data from one Excel spreadsheet into the one you will import.  \nAdditionally, a CBS Import Template is provided for you within the Documentation folder of your local Estimate install (Estimate Update > Version xx > InEight Estimate version xx > Bin > Documentation) .  \n| NOTES: | • All currency values imported from Excel are assumed to be in the job default currency.\u003Cbr>• Excel imports that have an impact on a job's price and cost generate entries in the PBS Changes Register. |\n| --- | --- |\n\nPrerequisites  \nThe following items are required before you import:  \n• An Excel file (workbook) containing the source data to import into your CBS.  \nEnter the CBS column header names in your Excel file that you want to import into your CBS.  \n• If the workbook contains multiple worksheets, the import routing will read and import the first worksheet in the workbook regardless of its title.  \n• Determine whether you are:  \no Importing new cost items (without affecting existing cost items) .  \no Importing new cost items and updating existing cost items (by re-importing a modified version of the spreadsheet to support incremental changes to the scope of the work) .  \nImporting Data  \nSelecting the Import File  \n1. In the Cost Breakdown Structure (CBS) Register menu, go to More Actions > Import/update CBS from > Excel.  \n2. In the Import File field, click the ellipsis to browse to your file system and to the preferred workbook (Excel file) . Select the file, and then click Open.  \nDefine the Import Rules  \nThe import routine lets you to add new cost items to the Cost Breakdown Structure (CBS) Register while not affecting existing cost items, or to add new cost items to the Cost Breakdown Structure (CBS) Register and, at the same time, update cost","cbCaikXTtyd9RQ4T","https://ap.wps.com/l/cbCaikXTtyd9RQ4T","pdf",886324,"English","# Overview\n## CBS Excel Import\n## Prerequisites\n## Importing Data\n## Selecting the Import File\n## Define the Import Rules\n## Post Import\n## Save Mapping Settings","[{\"question\":\"What is the purpose of the CBS Excel Import process in InEight Estimate?\",\"answer\":\"It imports cost item data from an Excel file into the Master CBS or the Estimate CBS by mapping spreadsheet fields to CBS Register fields.\"},{\"question\":\"What options control whether the import only adds new items or also updates existing ones?\",\"answer\":\"Use the Update existing items in addition to adding new items checkbox in the import flow. If left unchecked, only new cost items are added.\"},{\"question\":\"How does the system handle currency and changes generated by Excel imports?\",\"answer\":\"Imported currency values are assumed to be in the job default currency. Imports that impact job price and cost generate entries in the PBS Changes Register.\"}]","InEight Estimate - CBS Excel Import - Change Log - Initial publication | PDF",1789201781]