NCDOT Lesson 2: Creating NCDOT Custom Item Types

Creating NCDOT Custom Item Types

Overview

Before you can capture information about specific items produced for an NCDOT Job, you must first enter or import information about the types of products that will be produced (custom item types).  This information can be imported from a spreadsheet (recommended), or manually entered in the Idencia Management Portal.  The instructions below will help you create custom item types for your NCDOT Job.

Importing Custom Item Types
Manually Entering Custom Item Types

Importing Custom Item Types

In order to import NCDOT job information into your Idencia system, you must first configure an import spreadsheet.  If you have not completed this task, see the NCDOT Lesson 1: Data Import Overview and Setup article for step by step instructions.  If you have already completed this step, continue with the instructions below.

1. Open your NCDOT Idencia Item Type Import spreadsheet (Precast (PC) or Prestressed (PS))
2. On the Idencia Custom Item Types tab, complete one row for each product type needed for your NCDOT Job.  Information will include the name and number of each product type, the quantity to be produced, and some additional information about each product type required by NCDOT.
   
   Precast Example:
   
   Prestressed Example:
   
   Note that the Prestressed version of the import spreadsheet requires more columns of information than the Precast version.
   
   Green columns - select the appropriate value from the dropdown list
   White columns - enter the appropriate value
   Red columns - will automatically be populated based on data entered in white and green columns
3. Save the active sheet as a .csv file
   
   1. Select the File menu
      

1. 1. Select "Save As" and "Browse"
      
      
      
   2. Change the filename to a unique name that represents the Job (this could be your internal Job number, or the NCDOT contract number).
   3. Change the file type to "CSV (Comma delimited) (*.csv)
      
      NOTE: There are several different CSV options in the file type dropdown list.  Be sure to choose the version as pictured below.
      
      
   4. Click Save
2. Open the Idencia Management Portal (<yourcompany>.idencia.net)
3. Select the Jobs tab
4. If your Job already exists, select it from the list.  If your Job does exist in the list, see the Creating New Jobs section of the Working With Jobs in the Management Portal article for instructions on how to create a job for the products in your spreadsheet.
5. In the Custom Item Types bar, select the Import button
   
   
6. Select the Browse button and locate the .csv file you created above
7. Click Import

Manually Entering Custom Item Types

You must create a Custom Item Type for each type of product you will be producing for your NCDOT Job. Follow the instructions below to manually create Custom Item Types.

Repeat these steps for each Item Type (product type) that will be included in the job.

<< Previous Step:  NCDOT Lesson 1: Data Import Overview and Setup
>> Next Step:  NCDOT Lesson 3: Recording NCDOT Product & Cast Data