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Exporting budget files

Exporting budget grid files

You can create a file from a phase of an existing budget.

Before exporting a budget grid file

Consider the following points:

  • Sage 100 Contractor only creates a file for the currently displayed grid.
  • Files are specific to the company in which you save them.

To export a budget grid file:

  1. Open 6-2 Budgets.
  2. In the data control box, enter the job number for the budget that you want to use.
  3. In the Phase drop-down list, select the phase.
  4. Edit the content of the phase as needed.
  5. On the Options menu, point to Export, then click Grid File.
  6. Name the file, then click Save.

Tip: Instead of using a budget from an existing job, you can create a new budget.