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.