ConstructConnect Home | CONTACT | SALES: 1-800-364-2059
 
Getting Started with ConstructConnect Takeoff


Tools
Categories

04.18 Exporting the Plan Organizer Grid to Excel

Last Updated: 2022-06-16 14:44

You can export a list of all Pages in the Plan Organizer to Excel®.

Open the Plan Organizer for the Bid whose list of Pages you want to export.

Click the Export to Excel button the export button in the main toolbar.

The program prompts you for the location where to save the file; navigate to wherever you want to save the XLS file.

Select the folder in which you want the Excel file created.

Click Save.

The program saves your export and displays a confirmation.

Notification that saving the export is complete, when you click OK, Excel will launch.

When you click OK in the Export confirmation, Excel launches and you see your Plan Organizer information as raw data (no formatting).

Excel showing Plan Organizer export
Excel spreadsheet indicating Plans "missing" from the Current Set

Every Plan Set in the Plan Organizer is exported, even the Plan Sets that are deactivated for this Bid. You can use the information in the Current Set to figure out which Plan Sets were not active, if necessary.

Please consult your spreadsheet program's user guide or Help for assistance with manipulating your data once it has been exported.

click here to view the previous article Resuming Interrupted UploadsWhat is Takeoff? click here to view the next article



 

The information in this site is protected by copyright by ConstructConnect. You may not reproduce, adapt, or publish any content from this site in whole or in part for any purpose, without the express written consent of ConstructConnect, Inc.
Copyright 2024 - All Rights Reserved.