Restore a proposal
After archiving a proposal, you can upload the resulting .zip file to EstimatorFLEX and restore your data.
You can also restore proposal archives from versions 9.3, 9.4, and 9.5 of ProPricer Government Edition and Contractor Edition Enterprise.
Restore a proposal from EstimatorFLEX
- On the Proposals page, click
More Actions > External Data > Restore. - Do either of the following to choose a .zip file:
Click Select Archived Proposal and find your archived proposal in the file explorer.
Drop your archived proposal in the designated area.
- Select one of the Duplicate Options to determine what EstimatorFLEX will do if the archived proposal already exists.
- Add With New Version: Restore the proposal with the same name but a different version. The existing proposal will not be overwritten.
- Overwrite: Restore the proposal with the same name and version. The existing proposal will be overwritten.
- Skip: Cancel the restore process.
- Change the Lock Status if you want to lock or unlock the proposal (Optional).
- Click Restore Events to restore the messages in activity feeds at the proposal, PBS, and task levels (Optional).
- Click Restore.
Restore a proposal from ProPricer 9.3, 9.4, or 9.5
- On the Proposals page, click More Actions > External Data > Restore.
- Do either of the following to choose a .zip file:
Click Select Archived Proposal and find your archived proposal in the file explorer.
Drop your archived proposal in the designated area.
- The Build Proposal Breakdown Structure From menu lists all summary fields, such as CLIN and WBS, used in the proposal to classify tasks. Select the summary field that will become the PBS in EstimatorFLEX. Undefined tasks with no summary field value will be restored in a PBS element named --Undefined--.
- Select one of the Duplicate Options to determine what EstimatorFLEX will do if the archived proposal already exists.
- Add With New Version: Restore the proposal with the same name but a different version. The existing proposal will not be overwritten.
- Overwrite: Restore the proposal with the same name and version. The existing proposal will be overwritten.
- Skip: Cancel the restore process.
- Change the Lock Status if you want to lock or unlock the proposal (Optional).
- Click Restore.
Undefined ProPricer 9 tasks
The proposal breakdown structure (PBS) is a necessary part of every EstimatorFLEX proposal because the PBS elements contain your tasks.
In a ProPricer 9 proposal, a PBS can be set up by creating a summary field and assigning its values to tasks.
When restoring a ProPricer 9 proposal, the summary field that represents your PBS should be selected in the Build Proposal Breakdown Structure From menu.
If any tasks in the ProPricer 9 proposal have no summary value assigned, they will be restored in the --Undefined-- element at the top of your PBS. You should then move these tasks to the correct element.
Unsupported ProPricer 9 data
Some data in ProPricer 9.3 and 9.4 is incompatible with EstimatorFLEX and will cancel the restore process. Before attempting to restore a proposal archive from Government Edition or Contractor Edition Enterprise, make sure it does not contain the following:
- Cost estimating relationships (CERs)
- Materials
- Activities
- Rate bands
- Resource sets
- Formulas
- Allocations
- Time and material (T&M) rates
- Scheduled rates
- Exchange rates
- Asset tables
- Composite rates
- User-defined travel expenses
- Quarterly or annual travel rate tables
- Task-specific travel destinations
- Travel destinations with no resource assigned in a travel rate table
- Archived global data
- Services proposals
- Proposal rate overrides
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