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We utilize an outside estimating program. It would streamline the process of job setup if we could import a standardized excel template containing the cost codes and related costs as well as billing codes and their related costs rather than having to manually input the data.
Chris Evans
You can now do this within the Version 3.7. You will need to get the data into our excel template format but. There is an import guide in clearview to help you format the data. I have attached the project format which includes the cost codes and budget. I also included the project billing format that will import the schedule of values.
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