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

  1. Navigate to the desired project via the Left Sidebar
  2. Select the Financials tab
     
    1. This will automatically open the Estimating category
  3. Click the gray 3-Dot Action Menu at the top right of the Estimate
  4. Select Export to Excel
    1. This will open the Export Estimate to Excel window
  5. Choose the Export Format and Level of Detail
  6. Click Export

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