Estimating
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      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 to the Estimating Category

      3. Click on the Three Dot Action Menu at the top right of the Project Estimate box
      4. Select Export to Excel



      5. Choose Include Total Rows or Export for Importing
        1. Export for Importing exports the Estimate in the correct format to import back into ConstructionOnline
      6. Click Export

        SUPPORT

        For additional information about Estimating, contact UDA Technologies at 800-700-8321.