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Export Budget – Step 1

Export budget to job cost wizard: Introduction

A budget represents a summary of the hard costs detailed in a takeoff, and it provides the basis for all budgeted versus actual cost, hour, or unit comparisons. In addition, you can use the budget as the basis for a proposal that you provide to a client.

You use the Export budget to job cost wizard, available on the Advanced tab, to create a budget using information from an estimate created in Sage Estimating (SQL).

During the export process, the wizard has access to information in Sage 100 Contractor information.

Note: There is a one-to-one relationship between Sage 100 Contractor jobs and budgets. If a budget already exists for the selected Sage 100 Contractor job, a message appears telling you that a budget already exists for the job. You can overwrite the existing budget or cancel the budget creation.

Before you begin

In the Manage Estimates window, select the estimate to use as the basis for the budget, and then:

  • Specify the Job cost system name as Sage 100 Contractor.
  • Specify the Sage 100 Contractor company and job.

Note: If you try to create a budget for a non-existent Sage 100 Contractor job, you receive an Export Error message showing the invalid job number. For information about invalid job numbers and how to validate them, see Validate Job Number, Cost Codes, and Cost Types Overview.

To export a budget:

  1. On the ribbon, click Advanced > Budget.

    In classic view, click Advanced > Export Job Cost Budget.

  2. On the Introduction tab, read the information and instructions carefully.
  3. To proceed to Step 1 of budget creation, click [Next].