When exporting through the API, the following are relevant fields: Bid, Cost Code, Part Number, Phase, Task, and Vendor.
- Verify that the Master Builder API is running.
- Open the Manage Estimates screen and open the estimate job from which you want to export information.
- Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
- From the Import tab, select MasterBuilder.
- Click OK.
- Click Select Master Builder Catalog.
- Navigate to the folder that contains your Master Builder database and click OK.
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In the WBS Code Mapping area, click
to select the appropriate value for each WBS code.
Note: Not all codes are required. Viewpoint recommends Cost Code and Division at a minimum. - In the Import/Export area, select the Export option.
- Click OK.
- If the Select Catalog popup window opens, select a catalog and click OK.
- When the export is complete, click OK.