Page Comparison

1

Access the Manage Export Templates window as described in the previous section. 

2

In the menu, click New Template.

Result: The Create New Template menu is displayed:

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3

Enter the name of the template in the Name your template box.

4

In the Choose Template Type section, select the template type . Note that the template type should match the type of export in your list: 

• Project

• Design Team

• Company

5

In the Choose Company Types to Export section, select the company types to export based on the template type you selected:

For Project you can select from the following: 

• Architect

• Bidder

• Building Owner

• Engineers

• General Contractor

For Design Team and Company you can select from a full list of company types and subcontractor Divisions. 

6

Once  you have made your selections, click Next.

7

In the Choose your columns menu, select the columns you want included in your export.

• Drag columns from the Available Columns list to the Selected Columns list.

• To adjust the order of columns, drag the columns in the Selected Columns up and down. Note that the final export order is left to right and matches the Selected Column order of top to bottom.

Note: Click Clear at any time to clear the selections in the Selected Columns section.

8

When you are done, click Save.