Brittany Payne
Duration 30 min. This lesson describes how to use the Project Setup module to import estimate budgets for jobs which were originally created in other estimating software or manually created in Excel.
Note: It is HIGHLY RECOMMENDED learner's have prerequisite knowledge around:
- Creating .csv files in Excel or Notepad
- "Phase" fields (Job Cost)
- "Contract" fields (Accounts Receivable)
- "Subcontract" fields (Accounts Payable)
Issued on
April 7, 2025
Expires on
Does not expire