Export the estimate to CDCI
- Open the Manage Estimates screen and open the estimate job from which you want to export information.
- Click in the All Tasks pane.
- On the Export tab, select CDCI.
- Click OK.
-
In the Job field, click
to select the job you want to export.
-
In the Company field, click
to select the company for which you want to export data.
-
In the Output Directory field, click Browse
.
- Select the folder to export to.
- Click OK.
- Click Export.
- When the export is complete, click OK.