Project and Company Exports
You can export project lists from Project Search, Watch List, and Bid Center. You can also export company lists from Company Search and Watch List.
To export a project list,
1 | Select the projects you want to export by marking their checkbox |
2 | From the Actions menu, select Export to Excel. You have 2 options for project export: Current View and Detailed View. |
3 | Pick Current View to mirror export file after the view currently applied to the project list (including all the columns currently displayed in the table, their order, and sorting). The file is exported immediately.
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4 | Pick Detailed View to export file with a comprehensive list of project parameters and project contacts (including Bidders List where available). This export may take a few seconds to complete. As soon as the file is ready it will download to your computer and you’ll see the following confirmation message.
Project data is represented on separate sheets for comfortable data management and easy upload to CRMs. Project titles are linked to the corresponding Project Detail pages so you can easily access them directly from the exported file any time. Document and Addenda counts are linked to the corresponding documents in the Document Viewer. On the Contacts sheet, Company names are linked to the corresponding Company Detail pages so you can easily access them directly from the exported file any time.
Note: Project parameters are repeated on the Contacts sheet after the contacts information for your convenience.
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