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To export data to an Excel spreadsheet, simply click on the Export to Excel button on the Estimating tab. This opens Excel, and the data is automatically exported into a spreadsheet.

Exporting Estimating Data to Excel

  • Navigate to the Estimating Tab
  • Click the Export to Excel button

PlanSwift Estimating Tab - exporting to Excel

This is what it looks like in Excel:

PlanSwift User Guide image

click here to view the previous article Estimating Tab - Expand All/Collapse All Buttons Estimating Tab - Import Template click here to view the next article

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