Exporting takeoff prices to part prices
Exporting takeoff grids to files
Exporting budgets from 9-5 Takeoffs to 6-2 Budgets
Exporting service work orders from 9-5 Takeoffs to 11-2 Work Orders/Invoices/Credits
Exporting RFPs from 9-5 Takeoffs to 6-11-1 Requests for Proposal
Exporting takeoffs to files
Note: This functionality is available only if you have the Estimating Module.
Consider the following points before exporting takeoffs to files:
- You can make a file containing most of the assemblies and parts necessary, or you can make one containing a simple outline.
- Instead of using an existing takeoff, you can create a new takeoff for the file.
- You can also export a takeoff as a template that has no association with a job. (For more information about takeoff templates, see About takeoff templates.)
To export a takeoff to a file:
- In the Sage 100 Contractor main menu tree, double-click 9-5 Takeoffs.
- In the Takeoff Launch window, double-click a job to start a takeoff.
- For each grid:
- Delete any unwanted assemblies or parts.
- Delete any unnecessary values for variables.
- Delete any unnecessary quantities.
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On the Export menu, click one of the following commands:
- Takeoff File to export the takeoff file, keeping the association with the job.
- As Template to save the takeoff as a template, with no association with a job.
The Save File window opens.
- Name the file, and then click Save.