In theCost Management screen's Export Costs tab, supplier costs can be exported to a text file (*.csv) or a Sage Timberline® Office estimate file (*.pee). This topic covers how to export costs to a file.
After selecting the appropriate supplier, effective date, cost export options and purchasing activities, in the Export Filename field, click the folder icon found on the right.
For more information on the supplier, cost and activities' export options in this tab, click the links below:
Select Supplier and Effective Date for Costs
Cost Export Options (selecting company, division or area costs or items without costs)
In the Select Export File dialog, choose the appropriate file or create a new one in the appropriate directory.
To export to an existing .csv file, select the file name from the corresponding drop-down menu.
To create a new .csv file, type the new file name in the File Name field. The new .csv file will be created during the export process.
This screen only allows the user to export to an existing Sage Timberline® Office Estimate file. If the user tries to export costs to an estimate file that does not already exist, an error message will display.
Prior to exporting costs, launch Sage Timberline® Office Estimating and create a blank estimate and save it. Close the estimate file in Sage Timberline® Office Estimating prior to exporting costs.
Return to the Cost Management screen and select the existing blank estimate file name in the browse window.
Click Open. The .csv or .pee file will appear in the bottom field.
If the file name and directory is correct, click the Export button. The Export Costs to File progress message appears briefly on the screen.
Browse to the new exported file to verify its contents.
Select Activities to Export Costs
Select Supplier and Effective Dates to Export Costs