Objective
Upload your material estimate directly into the project screen within StructShare.
Background
Uploading your estimate into the project will enable you to keep track of the planned material for the project. Once a BoM has been added to a project they will be available to access when creating Material Requests, Purchase Orders, RFQs and Rentals. Additionally, you will be able to compare your estimate vs actual in the ‘Quantities’ screen.
Things to Consider
Required Permissions:
Note that you must have permission to view the project in order to upload a BoM into the project. Additionally, uploading the BoM can only be done using the desktop version of StructShare.
Steps:
BoM Import Template (click to download Template)
From the ‘Home’ screen in StructShare, click on the ‘Company Projects’ icon in the top right corner, near the settings gear icon.
Click on the project you would like to upload the BoM to.
Click on the BoM tab in the top center of the screen.
Click on the cloud to ‘Upload Items’.
Choose the file you wish to load into StructShare.
Adjust the columns if necessary
Note: If the first row in your import document contains column labels, please select ‘Ignore first row’.
Finish up by clicking ‘Insert Rows’.
Questions?
Contact Support:
Live Chat with Support through StructShare:
Click on ‘Talk to Support’ on the left side of your screen.
Email Support:
Call Support:
(512) 222-3716