Original Post Date: Thursday, June 10, 2010

This week I was thinking how useful the Export Import feature in TruePlanning can be. First, the Excel Import spreadsheet gives you an easy and convenient way to gather your data. In addition, it gives you an easy and convenient way to check and validate the data. When observing the data in a column format, it is so easy to spot and correct anomalies.

Second, the Excel Import spreadsheet gives you an easy and convenient way to build your Product Breakdown Structure. No more inserting one cost object at a time. The Excel Import feature does it all for you.

Third, the Excel Import spreadsheet supplies all the necessary parametric inputs for your estimate. No need to type one at a time into the value field of the Input Sheet. And the bonus is that TruePlanning automatically calculates the cost. 

In addition to supplying inputs for the cost objects, the Excel Import spreadsheet will also create, populate, and assign Worksheet sets and Escalation tables.   How easy can it be?

PRICE Systems supplies pre-formatted Import Templates available to users. Just contact PRICE Systems (info@pricesystems.com) and we will e-mail them to you, along with directions for their use. Happy estimating!!          

John Long
Solutions Consultant, PRICE Systems