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Exporting Project to Excel

Export the project to Excel with Collection pages and Bill Summary information

Written by Sunil

There are 2 ways this information can be exported to Excel:

Using View to Excel:

  1. From Estimating, deactivate any unnecessary Columns

  2. Select View in Excel Icon from top right of the View window

  3. Exports all items with Collection pages and a Bill/General Summary information

The Print Bill Report:

  1. Select Reports, Estimating, Print Bill

  2. Press OK, select Text File from Output to section, press OK

  3. Save the Text file

  4. Open Excel

  5. Click File, Open, All File Types, the text file

  6. Follow the Excel Import Wizard steps to open this in Excel.

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