Frequently Asked Question
Summary
Using the Pay Item Excel Template Import allows you to:
Build detailed takeoffs efficiently
Import multiple cost items at once
Maintain synchronization with the Cost Item Library
Reduce manual data entry and errors
Step 1: Create the Excel Takeoff Template
Open your Project Cost Model in Prjix.
Click Add Pay Item and create (or select) the Pay Item you want to import items into.
Select the Pay Item.
Expand Pay Item Import Tools.
Choose Create Takeoff Template.
Step 2: Select Cost Items for the Template
After selecting Create Takeoff Template, the Cost Library dialog will open.
Use filters to narrow down the cost items you want included in the template.
The Trade column is the most commonly used filter.
Column headers include expandable filter menus for easy selection.
Select the desired cost items.
Confirm your selection to generate the Excel template.
Prjix will create the Excel file and prompt you to open it.
Step 3: Fill Out the Excel Template
In the Excel template:
Enter Quantities and Notes for each item.
You may update Descriptions as needed.
Note: Description changes apply only to the imported project items, not the Cost Item Library.
Tips for Editing the Template
If you need to add new custom items not originally included, you may add new rows.
UM (Unit of Measure) is required for any new item to import.
Available UM values are provided via a dropdown in the cell.
Trade is optional.
A list of valid Trades is available in the cell dropdown.
If dropdowns are missing in new rows:
Use Excel’s drag or copy feature to copy populated cells into new rows.
If you want a new item to sync with an existing Cost Item:
Make sure the Cost Item ID field is filled in.
Step 4: Import the Completed Template
Once the Excel template is complete:
Return to Prjix.
Select the target Pay Item.
Expand Pay Item Import Tools.
Choose Import Takeoff Template.
Select your completed Excel file.
Step 5: Review Imported Items
After import:
Prjix will add the template items as child Cost Items under the selected Pay Item.
Imported items will:
Include the entered quantities
Sync costs and details with the Cost Item Library
Review the Pay Item to confirm quantities, units, and costs are correct.