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Schedule Exports

Topics covered: PDF exports, Procurement Book, Schedule, Product Book.

Updated over a week ago

You can export your schedule in a variety of formats, including a standard schedule PDF, a product book, or a procurement book.

Procurement Book - Produce an item or room schedule for your suppliers.

Product Book - Create a summary detail of project items.

Schedule - Generate a schedule organized by Item IDs or Rooms.

To access the different types of schedule books, follow the steps below:

Step 1: Navigate to Books.

Step 2: Click to Create New Book.

Step 3: Select the book type you would like and then click Next to open up the options associated with that particular book type.

Step 4: Each book type will have different options to select from - in this case, we'll look at a Schedule book. Regardless of which book type you choose, you will tick or untick the boxes shown as needed, and click Next.

Step 5: You will be taken to another page of options. Select your choices and click Create to create your new book.

Step 6: Once your book is created, you will be able to select the vertical ellipsis to the right of that line item to Create PDF.

Step 7: Once you have created the PDF, please see the article on the Documents tab for more information on working with your created documents.


For more on Schedule Exports, check out the below video:

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