Job Cost Text Export window

This window enables you to enter the information that Sage Estimating (SQL) needs to export the estimate job cost information to a text file.

Assuming your Sage Estimating (SQL) estimate 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.

To open the Job Cost Text Export window:

On the ribbon, select Advanced tab > Job Cost Options group > Export to Job Cost.

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 currently open estimate has been set up with a job cost interface.

Items in this wizard

Step 1

Item Notes
Transaction date Accept the displayed date or enter a new date (by clicking the calendar button) for the transaction file. Sage Estimating (SQL) displays the current date initially.
Job number

Type the number of the job for which you are generating transactions.

Sage Estimating initially displays the job number from the corresponding box in the Estimate Information window (Home tab > Views group > Info). However, you can change the number if desired.
Transaction file name Displays the file name under which the text file is saved. The box initially displays the estimate name but you can change it.
Transaction file folder Displays the file path to which the text file is saved. The path set in the estimate settings displays initially but you can change it by clicking the browse button.

Step 2

Item Notes
Round accumulated item quantities

Determines how to round the accumulated item quantities based on the rounding method set up for each item.

  • Select the checkbox to round quantities.
  • Clear the checkbox to leave the quantities as calculated.
Allocate addons

Controls how addon costs appear in job cost-related transactions. This gives you the ability to bury the cost of some addons.

  • Select the checkbox to prorate the allocatable addons. Only addons set up as allocatable in the standard database are distributed to the appropriate items. Non-allocatable addons are included as separate transactions.
  • Clear the checkbox to include every addon as a separate transaction.

Step 3

Item Notes
Report destination

If you want to print a report, select File as the report destination. Otherwise, for no report, select None.
[Finish]

Click [Finish] to export the data as a text file.

Click [Cancel] to close the Job Cost Text Export wizard without exporting job cost information.