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Importing takeoffs in 9-5 Takeoffs

Note: This functionality is available only if you have the Estimating Module.

You can import takeoffs that you save as comma delimited (CMA), tab delimited (TAB), or comma-quote (QTE) files.

Takeoff data consists of rows of ordered, tab-delimited fields that end with a carriage return or line feed. The rows are organized into specific sections that begin with one of the following special tags:

*** Bid Items ***
*** Job Phases ***
*** Global Variables ***
*** Takeoff Lines ***
*** Summary ***
*** Notes ***

For a list of the fields that appear in the rows for each section, see Format of takeoff and takeoff grid data, or simply export an existing takeoff that includes the same type of data you want to import, and edit it, preserving the arrangement of sections, rows, and fields.

Important!

Before you can import a takeoff file, create a compatible comma-delimited or comma-quote-delimited file using a spreadsheet program, word processing program, or other software.
When you import a file, the file overwrites any data already contained in the window.

To import a takeoff:

In the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
In the Takeoff Launch window, double-click a job to launch a takeoff.
Select a job.
On the Import menu, click Takeoff File.
Select the file you want to import, and then click [OK].