Copying a Web-Select Project to Excel
- Complete a Selection and Save To Schedule
- From the Project Information screen, click "View Schedule" for
the appropriate Project.
- NOTE: The Product Schedule drop-down menu must be set to the desired
product type (i.e. Fan Coil Units).
- Click the Configure Custom Views button
- In the General Section, choose what columns should be displayed. If developing
a submittal, uncheck the "Price", "View Pricing Results"
and "Total Price" columns.
- When finished, name the Custom View in the "Custom View Management"
area. If this is a new Custom View, click the New Custom View radio box. Then
click the "Overwrite/Create/Delete" button.
- If you'd like to edit this Custom View, or create a new Custom View
based on this one, click the "Configure Custom Views" button.
Add or delete any columns as required. In the "Custom View Management"
area, select either "Overwrite Custom View" to replace the previous
custom view with these changes, or "New Custom View", making sure
to type in a new name.
- Once the Custom View is completed, click the small Print icon next to the
Product Schedule drop-down menu. The next screen will display a clean Schedule
with no links or buttons.
- Select the entire schedule, right-click and "Copy". Open the spreadsheet
and Paste.
- Once imported into spreadsheet, copy from Column "C" to the end,
then paste into another worksheet. This eliminates the check boxes, which
will facilitate moving columns.
TIP: To keep the width of the schedule as small as possible, consider
typing any redundant or secondary information as a note at the bottom of the
Excel spreadsheet instead of including the column in the schedule. For example,
"All motor voltages are 120/1/60"
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