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Export an estimate backup file

Modified: 7 Sep 2026 Viewpoint Estimating Estimating Help
  1. Open the Manage Estimates screen and open any job.
  2. Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
  3. Select the Export tab.
  4. Select Backup.
  5. Click OK.
  6. Select Estimate.
  7. Select the estimate to backup from the drop-down list.
  8. Click Browse Folder Browse.
  9. Navigate to the folder where you want to save the file and enter a name for the backup file in the File name field.
  10. Click Save.
  11. Click Export.
  12. When the export is complete, click OK.
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