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Budget Production Quantities

Visual Mapping​

Foundation and Procore Visual Mapping

Exporting Budget Production Quantities to Foundation​

To set up Budget Production Quantity imports to Foundation, you will need to follow the below steps:

Create DataGenie Importer for J/C Budgets​

If you have not yet set up a Data Genie for Imports in Foundation:

  1. From the Foundation homepage, go to Genies --> Import:

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  1. In the ImportGenies window, select J/C BudgetGenie and then OK:

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  1. Select J/C Budget Only.

  2. Select the following columns and press Add->. Make sure to select they are lined up vertical in the below order:

    • Cost Code No
    • Job No
    • Original Quantity
    • Phase No
    • Unit of Measure

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  1. Once you are finished adding columns, select Next>> at the bottom.

  2. Add a memorable name (e.g. Budget Quantity Import). Then, for Update Bid Amt, select No. Then press Finish:

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Import Budgets into Foundation​

Let's say I want to export the below Budget Production Quantities to Foundation from my Project Management system:

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  1. After exporting a Budget Production Quantity from Procore, you should receive an email with a CSV file that you can import to Foundation. Open the email and download the file to your downloads folder:

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  1. Go to the Foundation homepage and select Job Costing:

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  1. Under Daily, select Import Estimates:

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  1. Under the Criteria tab:
  • For Import Title, select the DataGenie you created for Budget Production Quantity Imports.
  • For Estimate Filename, select the filepath for the CSV file you downloaded from the email in step 1 above. If you downloaded the file to your Downloads folder, the filepath is likely "M:\Users\Your PC Name\Downloads\date-BPQ-Import.csv (e.g. "M:\Users\John\Downloads\2024-10-31-BPQ-Import.csv").
  • For Import File Type, select "Comma Separated".

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  1. Select the Report tab. An import will now begin. If the import is successful, you will see a message like the below:

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  1. To confirm the Budget Production Quantities imported successfully, go to the Budgets tab for the Job you imported the Budget (Estimate) to. It will include the estimate details you just imported:

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  1. If I press "Refresh Data" in the Agave Sync UI, the two Budget Production Quantities will automatically link to the imported Budget Quantities:

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