Export and import Generic Cost Sheet data

You can export the structure of a generic cost manager.

In the Generic Cost Manager log, click the sheet, click the gear icon menu, and select Open Structure to open the structure in a new window. From the toolbar options click Export and select Cost Codes. Browse to the CSV file to import, select it, and click OK.

You can export a generic cost sheet, only.

In the Generic Cost Manager log, click the sheet, click the gear icon menu, and select Open to open the Generic Cost Manager window that displays all of the columns. Click the Menu Options , click Export, and select one of the following options:

  1. Summary Sheet
  2. Cost Codes
  3. Column Data

Proceed with following the prompts.

Note: If you open the CSV file, you will see that it contains notes regarding modifying the columns and data in the exported file for reimporting into a cost sheet. Follow the notes embedded in the CSV file for modifying columns and data in the exported file.



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Last Published Monday, April 11, 2022