Set a Project to use Excel for Pricing
You need to create a new Workbook in Excel or identify an existing Excel file to which you want to link this Project. Only one Bid should be connected to any single Excel Workbook and a Project can only be connected to a single Excel file. All bids (Base Bid, Alternates, and Change Orders) are linked to the same Excel Workbook, although you can link Results to any sheet in that Workbook.
- Set the Price Using field to Microsoft Excel (cell or name)
- Specify the location of your Excel Workbook - click the Lookup button
to locate the Excel Workbook file
- Select the workbook, the Cover Sheet displays the path and file name
- Click OK to save the changes to the Cover Sheet
Next, you link each Condition Quantity result to a specific cell or named range.
![]() | Price Using Excel - Linking to a Cell ![]() |
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