- Open the Manage Estimates screen and open the estimate job from which you want to export information.
- Open the Estimate tab.
- If you want to export the estimate using a filtered version of the estimate, filter the estimate.
- Click in the All Tasks pane.
- From the Export tab, select SureTrak and click OK.
-
In the Select the Field for WBS code field, click
to select the WBS field for the export.
- Click OK.
- Select a folder, enter a File name, and click Save.
- When the export is complete, click OK.