Export company cost sheet data

You can export summary cost data and column details into a CSV file.

To export company-level cost sheet data

  1. From the company cost sheet, click the Export button and then choose one of the following:
    • Summary Cost Sheet: This allows you to export complete cost sheet information, including project or shell name, number, and data from all columns.
    • Column Details: This exports only Company Cost 1 to Column Cost 25 logical data sources that are configured as manual entry. Click Column Details to open the Select Column window and select the columns to export.
  2. Read the confirmation message and then click Yes to continue.
  3. You may choose to open the file in a compatible program such as Microsoft Excel to review it before saving.
  4. Click Save and specify the location in which to save the CSV file.


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Last Published Monday, April 11, 2022