Feature Requests
KEVOB Ltd. Export templates, lists to excel
Due to learning the software, feature upgrades, method changes it would be useful to be able to export templates and lists to excel so properties can be changed and updated easily. by re-importing
At the moment I feel like I might be wasting time building templates if i need to change things as I learn or as new features come online.
Hi Kevob!
I see that we have "Export to CSV" as an option for Takeoffs - but not for Templates and Lists. I'll pass your request along to the development team for review.
Thanks!
You can add the templates to a project (Add to Takeoff) then export to excel.
Go to Templates, select your templates Click and Shift or click CTRL and select 'Add to takeoff'. This will add your templates to the open project and you can export to excel in the takeoff sidebar on the right. You might be able to export under reports also so different columns are visible. This way you can always batch import templates from excel if you do have a copy in excel and something happens to your templates in zz.