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You can select specific rows on the Summary or Estimate Tab and copy/paste to another program.

To copy one row,

  • Right-click it and select Copy

To select multiple rows either:

  • Click on the first row, hold down CTRL or SHIFT and click to select that row or all rows in between (to copy all rows, select the first row, press (and hold down <Shift>), scroll to the bottom of the Tab and click the last row), or
  • Draw a box around the rows, starting from the bottom of the screen and drawing to the upper left, the box is shown in green below but only shows as a dotted line in the application:

On-Screen Takeoff Takeoff (or Summary) Tab showing how to select rows of data to copy

The rows turn blue when the mouse button is released.

  • Right-click and select Copy
  • Then paste into Excel or any other spreadsheet program

On-Screen Takeoff Takeoff (or Summary) Tab context menu with Copy option highlighted

This same principle works on the Estimate Tab.

After copying the rows, switch to your other application (Excel, Word, e-mail, whatever) and paste the information.

click here to view the previous article Generating and Exporting the Projects, Summary, or Estiamate Tab Report Exporting the Summary or Estimate Tab to CSV Fileclick here to view the next article

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