Getting Started #
If you have existing projected costs per job, be sure to import these values to reflect your latest cost forecasts at the time of conversion.
Template Info #
- Required Source Data
- Job #
- Phase #
- Cost Type #
- Projected Units
- Projected Hours
- Projected Costs
- Optional Source Data
- N/A
- Additional Tips
- N/A
- Basic Steps
- Download TAD Template
- Copy the Source Data
- Import the Records
- Post Open Batch
- Validate Imported Data
Download TAD Template #
Open your source data file in Excel.
Click the Templates button on the left side of the ribbon.
If you’ve signed into TAD before, then you should receive the message below. Click Yes.
If you have not signed into TAD before, follow the Get Connected instructions.
Select the Implementation Balance – JC Projected Cost template.
Click the Download Selected button.
Verify your Company number and click the Download button.
The JC Cost Projection sheet is used to import the projected cost.
Copy the Source Data #
Copy and paste the source data into the JC Cost Projection sheet. If your source data layout matches the example above, this will be a single copy and paste since the JC Cost Projection columns are already in the same order.
Fill out the following columns:
- Enter the Conversion Month in the Mth column.
- Enter the Conversion Month Ending Date in the ActualDate column.
Import the Records #
Click the Format Table button to format the data you copied and to apply missing default values.
The *Result column will show Formatted for every record. You will see the default Company number applied.
Click the Get Batch # button to assign the next batch number.
The *Result column will show Batch #XX Assigned for every record.
Click the Assign Batch Sequence button to assign a sequential value to each record.
The *Result column will show Batch Sequence Assigned for every record.
Click the Validate Import button.
The *Result column will show Validated for every record. If this says Failure, then the *ErrorMsg column will provide the error.
Click the Execute Import button.
The *Result column will show Imported for every record.
That completes all steps needed in TAD. You can now open the batch in Vista to validate and post.
Post Open Batch #
There’s no interfacing that needs to be turned off for projected cost.
Open the batch in JC Cost Projections.
With the batch open, go to File → Process Batch, then click the Validate button followed by the Post button.
Validate Imported Data #
You can validate the Projected Cost by running the JC Work In Progress with Overrides report in Vista.
Enter your Company and the Through Month for the month that you just imported.
Make all other parameters look like the image below.
Verify the Grant Total for the Est Cost @ Completion total at the end of the report matches the transactions that you imported.
