- Knowledge Base
- Financials
- Estimating
Export an Estimate to Excel
OBJECTIVE
To export a ConstructionOnline Estimate to Excel
BACKGROUND
ConstructionOnline provides the most powerful cloud-based estimating in the industry, giving users the ability to manage their project financials from proposal generation through final invoicing.
STEPS TO EXPORT AN ESTIMATE TO EXCEL
- Navigate to the desired project via the Left Sidebar
- Select the Financials tab
- This will automatically open the Estimating category
- Click the gray 3-Dot Action Menu at the top right of the Estimate
- Select Export to Excel
- This will open the Export Estimate to Excel window
- Choose the Export Format and Level of Detail
- Click Export
HAVE MORE QUESTIONS?
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