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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 the lookup button is a magnifying glass that opens a dialog box where you can select an XLS file to locate the Excel Workbook file

browse to the locate where your existing Excel file is stored and click on it

  • Select the workbook, the Cover Sheet displays the path and file name

The path and file name display in the Bid's cover sheet

  • Click OK to save the changes to the Cover Sheet

Next, you link each Condition Quantity result to a specific cell or named range.

click here to view the previous article Price a Project using Microsoft Excel Price Using Excel - Linking to a Cell click here to view the next article

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