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Exporting to a spreadsheet

Updated

To make it easy for you to share submittal specifications with contractors and other colleagues, Project Builder & Library includes a spreadsheet export feature called Export to CSV. When you export to a CSV, your download includes:

  • Product name
  • Manufacturer name
  • MasterFormat number
  • URL to their Transparency Catalog listing page
  • Optionally added attributes (description, pricing, basis of design, substitutions, finish schedule ID)
  • The types of transparency documentation for that product
  • Which Common Materials Framework impact levels are associated with each transparency document

There are multiple download options available to use depending on your needs.

Exporting an entire Project

You can export the Project from within the Project itself, or from its listing on your Projects page.

  • If starting from the Projects page: click the kebab menu (three dots) on the right of the Project's table row, and select Export to CSV.

kebab menu with export to csv highlighted.png

  • If starting from within a Project: from any page in your Project, click the kebab menu (three dots) at the top right of the page and select Export to CSV.

Project kebab menu with Export to CSV selected.png

  • A window explaining what is included in the requested CSV will pop up.

export to csv lightbox with dropdown open.png

  • Use the pulldown menu to export one of the following:
    • All divisions, all products
    • All divisions, basis of design only
    • Installed products – all divisions, all products
    • Installed products – all divisions, basis of design only
  • Make your selection and click the blue Export button.
    • Depending on your browser’s security settings, you may be asked to confirm you want to allow downloads from Project Builder & Library.
  • Open the downloaded file with your preferred spreadsheet application.

Exporting a single MasterFormat® division

  • From your Projects page, click on the Project with the MasterFormat® division you want to export.
  • Click the blue Products tab in the Project.
  • A list of MasterFormat® divisions will be displayed.
  • Click the Export icon, located at the right side of the division header, for the division you want to export.

Export division icon, a page with an arrow pointing right.png

  • A window explaining what is included in the requested CSV will pop up.
  • Use the pulldown menu to choose your export type. You can choose to download your selected division as one of the following:
    • All products
    • Basis of design only
    • Installed products – all products in the selected division
    • Installed products – basis of design products in the selected division

Export to CSV popup for one division open to display options.png

  • Make your selection and click the blue Export button.
    • Depending on your browser’s security settings, you may be asked to confirm that you want to allow downloads from Project Builder & Library.
  • Open the downloaded file with your preferred spreadsheet application.

Exporting a Favorite Products Library

  • Open the Favorite Products Library (either personal or office) you want to export.
  • Click the Export icon next to the blue Search for products button at the top of the page.

Export icon in Favorite Products Library.png

  • A window explaining what is included in the requested CSV will pop up.
  • Click the blue Export button.
    • Depending on your browser’s security settings, you may be asked to confirm you want to allow downloads from Project Builder & Library.
  • Open the downloaded file with your preferred spreadsheet application.