Learn more
Use this command to generate a file containing budget transactions for your job cost application. The command opens a window that takes you through the steps needed to obtain information about how to format and create the job cost transaction file.
Note: If desired, you can also export job cost data to a text file using this command.
Assuming your Sage Estimating (SQL) standard database contains the necessary job cost information, the Job Cost Transfer wizard exports the estimate with the following information:
- For phases—a transaction for each quantity at the phase level.
- For items—a transaction for each category with an amount. Depending on the setting of the units to job cost for each item, the transaction also includes the takeoff quantity or order quantity. The takeoff quantity is used for one-time items.
- For non-allocated addons—a transaction for each addon.
- For allocated addons—no separate transactions. The cost is buried in the items used to calculate each addon.
Tips:
- Quantities are sent to job cost only for phases, items, and addons that have an assigned job cost phase and category code.
- This command is available only if the standard database has been set up with a job cost interface.