Import your pay items into B2W

Use the downloaded workbook to create a new estimate's pay item list.

1. In VastuTek, compare each item with its highlighted source, correct any values, and mark the row Reviewed. Confirm every selected page or sheet is complete.
2. Save the review. Confirm that the destination is a new, empty estimate, then select Create B2W workbook.
3. Save the downloaded B2W Pay Items.xlsx file in your normal bid folder.
4. In B2W, create and open a new, empty estimate.
5. On Edit & Tools, select Import Pay Items. Some versions place it under Tools → Import/Export. Select Microsoft Excel.
6. If appropriate, select your existing item database to match item numbers and units with costing templates.
7. Choose the downloaded workbook. Review B2W's unit mappings and the complete list of changes, then finish the import.
8. Confirm the item count, quantities, units, phases, and alternates match the reviewed schedule.

Before importing

Use Import Pay Items. B2W's separate “Import Bid Schedules” command is for the upcoming-bids calendar.

Do not add blank rows inside the workbook: B2W stops reading at the first empty row. Leave prices blank unless an item must have a fixed price. A blank takeoff quantity lets B2W use the bid quantity.

Do not use this pilot to update an existing estimate. Missing items may be deleted during import. Addendum comparison is a future feature.

If Microsoft Excel is missing from the import format list, ask your B2W administrator to check the installed pay-item import add-in. The office pilot must be validated in your B2W version before production use.