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Getting Started. Step 2
Import Your Estimates into Smetter
You can import estimate data into Smetter from Excel or another spreadsheet using the “Copy from table” feature.
Click “Data import” and select “Copy from table” to transfer data from Excel or another spreadsheet.
- Select the estimate you want to import data into from Excel;
- Open the “Estimate Editor” tab;
- Click “Data import” in the required stage of the Work Package (1) and select “Copy from table” to copy data from Excel or another spreadsheet into the estimate.
Paste the required data: item names, units of measure, quantities, and unit costs (2), then click “Import”.
- In the window that opens, paste the required data: item names, units of measure, quantities, and unit costs (2), then click “Import”.
Review and Adjust the Estimate
Нажмите на «Импорт данных» и выберите «Скопировать из таблицы», чтобы перенести данные из Экселя или другой таблицы.
- After pasting the data, specify the item types. Use the coloured square badge to the left of each item name to identify whether the item is Materials, Subcontract (work), Equipment, or Transportation (3);
- Add markups to each item or group of items;
Based on the information in Cost Calculation, Smetter will generate the Schedule and Quotation, calculate the budgets for Works and Purchasing, and prepare the required documents.
- Based on the information in the “Estimate Editor” tab, the system will automatically generate the Schedule and Quotation, prepare Subcontract budget and Purchasing list, and create the full set of construction documents (4).
To transfer Work Packages from one profile to another, contact Customer Support.