If you are a user of QuickPlan apps or WBS for iPad app, you might be wondering how to transfer your data to CostX. You might also be worried about losing some of your information that you need to be included in the CostX or having to start from scratch.
Don't worry, because we have a solution for you: the import wizard and the drag feature!
Import via Wizard
The import wizard is a new feature that allows you to import data from QuickPlan projects and WBS files to a new CostX document. It is a simple and convenient way to copy your existing data to CostX efficiently.
When creating a new CostX document, if the wizard is enabled, you will find the menus to import from QuickPlan project and WBS files.
The import wizard will automatically detect the data from your QuickPlan project or WBS file and convert them to CostX format with some suitable settings. It will also preserve the structure, hierarchy, and relationships of your data if needed.
You can also adjust the options such as currency, units, rounding, and margins during the import process.
Convert by Drag
If you are using a Mac, you can also drag QuickPlan project file and WBS file into the welcome window to directly convert them to CostX documents. This is a faster and easier way to import your data without opening the import wizard.
The drag feature will also automatically detect the data from your QuickPlan project or WBS file and convert them to CostX format with some suitable settings. It will also preserve the structure, hierarchy, and relationships of your data if needed.
You can also adjust the options such as currency, units, rounding, and margins after the conversion process.
The import wizard and the drag feature are useful features that can help you save time and effort when switching from QuickPlan or WBS files to CostX. They can help you:
- Import your data with just a few clicks or a simple drag
- Preserve your data integrity and accuracy
- Customize your options during or after the import process
We hope you enjoy using the import wizard and the drag feature and find them helpful for your cost estimation needs. Thank you for using CostX! 😊
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