Export a project

Why use it

Sometimes you need the whole project in one file: to check orders in a spreadsheet, hand a list to your bookkeeper, or print a report for a site meeting. Export pulls every product across all spaces into one download, with quantities, costs, client prices, status, vendor and order numbers.

When to use it

• Procurement check-ins. Open the Excel file to review what is ordered, what is pending and from which vendor.
• Bookkeeping. Give your bookkeeper internal and client totals per product.
• A printed report. Take the PDF to a site or vendor meeting.

To share selections with a contractor, vendor or your client, build a spec sheet instead: Build a spec sheet.

Before you start

• Open the project from Projects. Anyone on the team can export.
• The project needs products in its spaces for the export to have rows.

Steps

1. 1

Try it: guided demo

1. On the project overview, find the Spaces card and choose Export (the download button).
2. Choose CSV or Excel for a spreadsheet, or PDF for a printable report.
3. For a document to send to a contractor, vendor or the client, choose Spec sheet PDF instead.

CSV, Excel and PDF exports

1. 1

1. 1Excel

CSV, Excel and PDF all export the project's procurement report: one row per product, with Space, Product, Brand, Model, Category, Quantity, Unit, Unit cost, Markup %, Unit price (client), Internal total, Client total, Status, Vendor and Order #.

The report includes internal costs and markup, so keep it inside your team.

Spec sheet PDF

1. 1

1. 1Spec sheet PDF

Spec sheet PDF opens Product spec sheet, where you choose the Recipient, who it is Prepared for, which rooms, vendors, statuses and details to include, and preview the PDF before you download it. See Spec sheet PDFs and Build a spec sheet.

What happens next

• CSV, Excel and PDF files download to your computer right away.
• The spec sheet opens in its own window with a preview, and downloads when you are ready.

Limits