Sites Work Import

The Work Import tab allows users to import Costs 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 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.

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 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 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:

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.

Sales Import

The Sales Import tab allows users to import Sales Prices for each Plot Build Stage that exists on the Site.

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 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 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 Sales Price for that Build Stage.

Performing Sales Imports

To perform a Sales Import, the user can 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.

Submission Import

The Submission Import tab allows users to import Costs and Sales Prices for all Materials and Labour Items that exist on the Site.

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

Downloading Submission Import Template

The system provides an Import Template containing a row for each Material and Labour Item on the Site.

The template includes Cost and Sales Price columns, which initially default to -1. Users can update these values for each Material or Labour Item to import the desired Cost and Sales Price. Any Costs or Sales Prices set to -1 will remain unchanged, and the existing Cost and Sales Price values will be retained.

The Import Template includes the following columns: UUID, Type, Item, Cost, and Sales Price.

Users are only required to update the Cost and Sales Price columns. Modifying the UUID, Type, or Item columns may cause the import to fail, as the Material or Labour Item will no longer match the system’s import data.

Performing Submission Imports

The user can perform a Submission Import by entering Edit mode and selecting Select Import File, which opens the File Explorer to allow selection of the Submission Import Template.

Once a file has been uploaded, the Import Submission Data button becomes available. The user can then select this option and confirm by choosing Yes in the confirmation popup to complete the import process.

Upon completion of the Submission Import, the system automatically creates a new Price Submission with IMPORTED as the Submission Number. This submission contains the Costs and Prices from the import and can then be reviewed and, if appropriate, agreed.

Plot Import

The Plot Import area allows users to import address information for each Plot on the Site.

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

Downloading Plot Import Template

To download the Plot Import Template, the user can select the Download Import Template button. The system will export a CSV file containing a row for each Plot on the Site.

The template includes the following columns: UUID, Number, Property Type, Specification, Address1, Address2, Address3, and Postcode.

Users only need to update the Address and Postcode fields. Modifying the other columns will not affect the import, as they are read-only. However, changing the UUID may cause the import to fail, as it will no longer match the corresponding Plot.

Users can enter the relevant Address and Postcode for each Plot in the corresponding columns. Once updated, the template is ready for import into the system.

If a Plot already has its Address and Postcode entered in the Plot Details page, these values will appear in the downloaded template. Users can update this information in the template if needed, and the system will apply the changes to the Plot Details page when the import is performed.

Performing a Plot Import

Once the Import Template is ready, the user can enter Edit mode and select the Select Import File button. This opens the File Explorer, allowing the user to choose the template file for upload.

If needed, the user can select the Clear button to remove the uploaded file and choose a different one.

After a file has been uploaded, the Import Plot Data button becomes enabled. Selecting this button prompts a confirmation message asking if you are sure you want to perform the Plot Import. Selecting Yes will start the import, and the system will update the relevant Plot Addresses and Postcodes in the Plot Details page.