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How to

Step-by-step guides for common tasks.

7 articles
Importing estimates in AIMZHow to import a full estimate from Excel and link it to your production codes.
How do I separate production code number and name that are in the same cell in Excel?Add two new columns in Excel and use formulas: one that extracts the number and one that extracts the name. Copy the formulas down the entire column.
What must the Excel file look like before I import production codes or an estimate?Column headers must start in cell A1, with one header per column and no subheadings, merged cells or total rows.
How do I separate labour hours and materials on the same estimate item before import?An estimate line can have only one production code. Split the item into two lines in Excel – one for labour hours and one for materials – before you import.
How do I check that the estimate is correct after it has been published?Check the Production status, that the budget appears in Prod. codes, and that the total cost matches the cost price in the source estimate.
Can I group estimate lines to reduce the number of lines to follow up?How to group estimate lines by production code to reduce the number of lines to follow up.
How do I handle site setup allocation items from the estimate?Import the site setup estimate at the lowest level with the correct accounts instead of the allocation lines, and use an adjustment factor so the site setup is not counted…