Export the estimate to Excel
- Open the Manage Estimates screen and open the estimate job from which you want to export information.
- Open the Estimate tab.
- To export the estimate using a filtered version of the estimate, filter the estimate.
- To export only certain columns or rows, select them now (you can select multiple columns/rows by holding Ctrl while clicking on the columns/rows you want to export).
- To export only the displayed columns, click Columns, then click Show. Choose the columns you want to make visible.
- Click in the All Tasks pane.
- From the Export tab, select Microsoft Excel.
- Click OK.
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If you are prompted to recalculate the estimate, do one of the following:
Click Yes to recalculate the estimate.
Click No to skip the update.
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In the Export Estimate popup window, do one of the following:
Click Yes to export the cost item details.
Click No to skip exporting cost item details and go to step 16.
Under Columns to Export, select the option for the columns you want to export. .
All – Export all columns.
Highlighted – Export only the columns you have highlighted in the catalog.
Visible – Export only the columns currently visible in your view.
Under Rows to Export, select the option for the rows you want to export. .
All – Export all rows.
Highlighted – Export only the rows highlighted in the catalog.
Note: You can only select either certain columns or certain rows. You cannot select both. If, for example, you want to select the particular columns to export, you must export all rows. If you want to export particular columns and rows, create a filter to specify the rows you want to export and then select the columns.
- Click Browse.
- Select a folder, enter a File name, and click Save.
- Click Export.
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In the Export Estimate popup window, do one of the following:
Click Yes to export the estimate job totals and repeat steps 10 - 15.
Click No to skip exporting the estimate job totals.
