Importing an estimate from Excel

Even if you don't use a product that integrates directly with BidMatrix, you can still streamline your workflow by importing estimates from a Microsoft® Excel® spreadsheet.

Before you start

  • In Excel, make sure the estimate includes required columns, such as Bid Package Code, Bid Package Phase Code, Description, Takeoff Quantity, Unit, Total Amount, and Alternate/Base.

    Note: The column names do not need to be identical or in a particular order. During the import, BidMatrix will try to match column names with BidMatrix fields, but you can map unmatched fields or remap incorrect matches manually before importing the file.

  • Use work breakdown structures (WBS) to assign items to the appropriate bid packages and phases in the Excel spreadsheet.

To import an estimate from an Excel spreadsheet:

  1. In BidMatrix, create a new project using the Create Project wizard.

  2. Display the Summary Sheet for the new project.

  3. Select the Import Estimate button.

  4. In the Import Estimate window:

    1. Select Excel, and then select Next.

    2. Select Browse.

    3. Navigate to the Excel file you want to import, select it, and then select Open.

      The Import Estimate window displays headings from the imported Excel file that BidMatrix matched with project fields.

    4. Check each field to make sure that BidMatrix matched it correctly with the appropriate column from the Excel file.

    5. If any fields were not matched or if they were matched incorrectly, map the fields manually.

      Select the arrow beside the field, and then select the correct column from the Excel file. The field name and the column name do not have to be identical, providing the column contains the information you want entered in the BidMatrix field.

    6. Select Next to import the file.

      Note: If the budget and totals columns contain blanks in the Excel file, BidMatrix will not import the file.

When BidMatrix finishes importing the file, it displays the base bid along with all the phases included in the imported estimate. The Import Estimate function will no longer be available for the project.

After importing an estimate from Excel

  • Review the imported data in BidMatrix to ensure all bid packages and phases are displayed correctly and the budget totals are accurate.