You can import and/or export data to and from a spreadsheet from the main Jobs window, the Bid Items windows, the Job Subcontractors window, the Audit Trail Activity window, all of the the cost database tables, and in many of the windows from the Defaults menu, such as Cost Codes and Labor and Equipment areas.
Each has its own export setup window with unique data export fields that allow you to customize the information in your spreadsheet any way you want.
In today's example, we'll go over how to export a job to the ASCII format using SharpeSoft Estimator's export procedures.
Why We Do This?
Tip and Trick: "Export to ASCII in the Estimator" was created with efficiency and clarity in mind. Managing the exact dimensions of the information to the export process is vital to maintaining focus on what's necessary for the job, saving you money in the long run by avoiding costly mistakes.
Flexibility and Customization Guaranteed
Export to ASCII in the Estimator: How To
Select the Utilities menu from the toolbar.
Choose Export from the drop-down menu.
Select Export Procedures.
Now in the Export Procedures window, you have the option to select from several formats to export to. For this example, we'll be selecting ASCII (Item & Sub-Item Cost Breakdown report).
Click Export. The Export Options window will open.
Select the file path for the export.
Select any other export options at this time. This includes the option to include Group Items, Sub-Items, What-Ifs, etc.
Click Export.
Bringing the Document from the Cloud to Your Device
Now that the Excel file has been created, you can move it out of the cloud and onto your personal system.
Select the cloud toolbar arrow at the top of the screen to open the cloud toolbar.
Select Server to PC (second icon from the right).
Find your file in your Documents or wherever the Excel sheet might have been saved, then click Open.
A download status window will open to show you that the file has successfully been transferred to your PC. You can now open the document in Excel like normal.
Conclusion
The SharpeSoft Estimator is a simple tool that can help you organize and adjust your spreadsheets to give you the best user experience possible.
To learn more about general import/export information, review the Excel Import/Export blog
For information regarding export procedures for Microsoft Project, check out the Export an Excel File to Microsoft Project blog.