Export the estimate to SureTrak

  1. Open the Manage Estimates screen and open the estimate job from which you want to export information.
  2. Open the Estimate tab.
  3. If you want to export the estimate using a filtered version of the estimate, filter the estimate.
  4. Click Estimating > Tools > Estimating Import/Export Tool in the All Tasks pane.
  5. From the Export tab, select SureTrak and click OK.
  6. In the Select the Field for WBS code field, click to select the WBS field for the export.
  7. Click OK.
  8. Select a folder, enter a File name, and click Save.
  9. When the export is complete, click OK.