Sites Work Import

The Work Import area allows users to import Costs and Sales Prices for each Plot Build Stage that exists on the Site.

This area also provides the option to revert previously imported work data if it is no longer required.

When the user is in read-only mode, this section displays a Download Import Template button along with key information about the import process.

Downloading Work & Sales Import Template

Selecting Download Import Template downloads a CSV file containing a row for each Plot Build Stage on the Site.

The template includes columns such as UUID, Plot, House Type, Build Stage, and Value. Users are only required to update the Value column with the desired Cost or Sales Price.

The Value column is initially populated with -1 for each Build Stage. If this Value remains unchanged during import, the system will continue to use the existing live Cost and Sales Price for that Build Stage.

If a Build Stage has been imported with a Value other than -1, it will no longer be included in the CSV file when the import template is downloaded.

Performing Work Imports

To perform a Work Import, the user can enter Edit mode and select Work Import from the Import Type dropdown.

The user can then select the Select Import File button which will open their File Explorer, and they can choose the import template file. If needed, they can use the Clear button to remove the selected file and upload a different one.

Once a file has been uploaded, the Import Work Data button becomes enabled. When this is selected the import process will commence.

If a Sales Application already exists for the Site, a Work Import cannot be performed. In this case, the Work Import option in the Import Type dropdown will be disabled. If the Sales Application is deleted, the Work Import option will become available again.

When Costs are imported through a Work Import, any affected Plots Build Stages will have their values updated in the Actual Cost and Estimated Cost columns on the Plots page.

If a Consumables Amount is configured for a Build Stage in the Site’s Financials section, this amount is added to the imported Value during the Work Import process.

If a Work Import is performed for a Build Stage that has an assigned Sales Parent in the System Build Stages area, the imported Value is included within the corresponding Sales Parent Build Stage.

A Work Import represents work that has been completed for a Build Stage. As a result, when a Sales Application is created, any Build Stages that have had Costs imported will appear in the Sales Application Build Stages section. These Build Stages will then be available to claim within the Sales Application.

Build Stages that have had work imported cannot have Purchase Orders or Work Submissions created against them. This restriction applies across both the Admin Site and the Operative Portal.

Reverting Work Imports

The Revert Work Imports functionality allows users to undo previously imported work data.

When a Work Import is reverted, all affected Plot Build Stages are restored to their original live Costs.

To Revert Work Imports, the user can enter Edit mode and select the Revert Work Imports button.

A confirmation prompt will be displayed, asking you to confirm the action. This prompt also explains that reverting will:

• Allow Purchase Orders and Work Submissions to be created against Build Stages that previously had imported values
• Restore all Costs to their original live Costs

Users cannot revert Work Imports on a Site that already has a Sales Application created. In this case, the Revert Work Imports button will not be visible. If the Sales Application is deleted, the button will become available again.

Performing Sales Imports

To perform a Sales Import, the user can enter Edit mode and select Sales Import from the Import Type dropdown.

The user can then select the Select Import File button which will open their File Explorer, and they can choose the import template file. If needed, they can use the Clear button to remove the selected file and upload a different one.

Once a file has been uploaded, the Import Work Data button becomes enabled. When this is selected the import process will commence.

When Sales Prices are imported through a Sales Import, the system automatically creates a Price Submission for the Site that has not yet been agreed.

This Price Submission includes the values from the Sales Import. Once the Price Submission is agreed, the imported Sales Prices come into effect.

Any affected Plots Build Stages will have their values updated in the Sell Price column on the Plots page.

When a Sales Application is created, Build Stages that have had Sales Prices imported are reflected in the Sales Application Build Stages section. The Total Price column displays the imported Sales Price.

However, performing a Sales Import alone does not make a Build Stage appear in the Sales Application. Work must first be carried out against the Build Stage, such as creating a Purchase Order or Work Submission. Once work has commenced, these Build Stages become available to include and claim within the Sales Application.