How to: Import door and frame schedules to speed up the estimating process.

Environment: Comsense Advantage

Procedure: Before importing your door and frame schedule, make sure the excel file meets the requirements using the article Door & Frame Schedule Data Table Requirements.

In this article:

Exporting the Excel File as a Text (Tab delimited) (*.txt) File

In the Excel window:

1. Click File
2. Click Save As

In the Save As Type field:

3. Select Text (Tab delimited) (*.txt)

4. Click Save

You are now ready to import your door and frame schedule.

Importing your Door & Frame Schedule

Accessing your Project

You import door and frame schedules into the Projects window.

In the Advantage left-hand Navigation Menu:

1. Click Estimating

2. Click Projects
   • The Projects window will open
3. Open your project by either:
   1. Project code
      • Enter project code in Project Code field and Press Tab
   2. Search
      • Click Open Project icon and Search your project

You are now ready to upload your door and frame schedule.

Uploading Door and Frame Schedule

In the top Project window top toolbar:

1. Click Import Takeoff Information... icon

In the Takeoff Import Utility window:

2. Select ANSI
3. Click the Ellipses

In the Select File window:

4. Select the .txt file 
5. Click Open

You are now ready to map the door and frame schedule fields.

Mapping Door and Frame Schedule Fields

In the Takeoff Import Utility window, you can:

• Create a new map
• Use an existing map

You cannot delete maps once they have been created. Minimize repeating maps by using an existing map that fits your door and frame schedule criteria. 

Creating a New Map

In the Takeoff Import Utility window:

1. Select New Map
2. Click Map Custom Fields
   • The Takeoff Import Utility window will expand

In the bottom pane of the Takeoff Import Utility window

3. Select the corresponding Comsense Field Name for each Custom Field Name
   • If there is no corresponding field name, leave the Comsense Field Name blank

You are now ready to preview the mapping.

Previewing the New Map

After filling in all corresponding Comsense field names:

1. Click Preview File
   • Always preview the file to ensure the data is arranged correctly

If the Incomplete Mapping dialog box opens:

2. Click Yes

If your data is arranged correctly, you are now ready to save the map.

Saving the New Map

Under the Mapping pane:

1. Click Save Map
2. Choose & Enter the Map Name
3. Click Okay

To complete your import, under the Preview pane:

2. Click OK

The door and frame schedule data is now in your project. 

Using an Existing Map

In the Takeoff Import Utility window:

1. Select Use Existing Map

In the empty field next to Use Existing Map

2. Select the appropriate map

To preview the new map:

3. Complete the steps in Previewing the New Map
4. Click OK

Your custom fields are now corresponding with Comsense fields according to the existing map.