Importing a Estimate / Bill of Quantities in SiteBook (And turn it into a Budget)
Navigating to the Estimate (BoQ)
1. Click "Projects"
2. Select your Project from the Project List.
3. Click the "Finance" Menu and select "Estimate (BoQ)"
Importing an Estimate (BoQ)
It is important to have your Cost Centres loaded into the Estimate before importing. this can be done by:
· Fetch new Cost Centres: Add in all missing Cost Centres
· Copy Cost Centres: Select the Cost Centres to add in from a list.
4. Select the "Three Dots" Menu on the Right hand side and select "Import"
5. Click "Select File"
Tables can't be imported directly. Please insert an image of your table which can be found here.
The Import Format is as per this image:
6. Select the tick Boxes for the Items you want to Import
7. Click "Import Selected" to finish Importing.
Transferring Estimate (BoQ) into the Budget
8. Select the items you want to transfer to the Budget.
9. Select the "3 Dots" icon to the right of the Tick Box and click "Transfer" to create your Budget.
