Generating a Preliminary Project Detail Estimate XLS File

Last updated: 2018-11-01

Complete these steps to export your items, unit prices and totals to an XLS file that can be viewed in Microsoft Excel.

1. On the Project Summary component, click the Project Summary Component action button.
   
   
2. Select "Preliminary Project Detail Estimate XLS".
   
   
   
3. On Generate Report screen 4 of 5, click <Execute>.
   
   
   
4. A new browser window will open followed by a window to save the XLS file. Select Open.
   
   
   
5. The Project Detail Cost Estimate will open in Microsoft Excel. Save the file to sort and review the data at a later date.