efficiently lets you export your item schedule in multiple formats depending on your needs. You can create a Procurement Book, an Installation Book, or a standard Item Schedule, and you can also export your schedule as a PDF, CSV, or Excel file.
Which book should I choose?
Procurement Book
Creates a book of items in the schedule that pertain to a specific supplier.
Installation Book
Creates a book of items in the schedule that pertain to a specific installer.
Item Schedule Book
Exports the item schedule organized by either Item IDs or Rooms.
Export a Schedule PDF from Books
Navigate to Books.
Select Create New Book.
Choose the book type you want and click Next.
Review the options available for that book type. Check or uncheck the boxes as needed and click Next.
On the final page of options, make your selections and click Create.
After the book is created, select Create PDF.
Once the PDF is generated, access it through the Documents tab where you can download, or generate links or QR codes.
Note: When creating a Schedule Book, you will be prompted to select which components to include:
Index: Adds a list of all pages with page numbers.
Room Schedule: Includes the Rooms view (organized by Room, Space, and Location).
Item ID Schedule: Includes the Item IDs view (organized by Division).
Item Information: Includes full details for each item such as specifications, options, suppliers, installers, and location details.
After selecting your components, name your book and choose a cover image.
Create a Schedule PDF from the Schedule Tab
Open either the Rooms or Item IDs view of your schedule.
Click Create PDF in the upper right corner and choose item schedule.
Select the options you want to include by checking or unchecking the boxes on the left.
Switch views if needed to generate a PDF from the other schedule perspective.
All generated PDFs will appear in the Documents tab for download, sharing, or link/QR generation.
Export Your Schedule to CSV or Excel
You can export the item schedule as a spreadsheet from within the schedule.
Navigate to the Rooms tab of your schedule.
Click the XLS Export button.
Choose Excel or CSV as the file type.
Click Create.
Your file will download to your device.