Export Files

Once the Offer Request has been reviewed and updated, it can be sent back to the customer by creating an export file in the next phase (Offer).

To export a file

  1. Choose the Lightbulb that opens the Tell Me feature icon, enter Bills of Quantities, and then choose the related link.
  2. Select the BoQ record to export.
  3. On the Home menu, choose the Export File action.
  4. A message opens at the bottom of the page asking what you want to do with the file. Choose Open to open the file or Save as to save the file to a storage location.

After export, it is possible to view the exported file using a tool like Notepad.

HTML-formatted text export

When exporting BoQ files to GAEB format, the system automatically includes HTML-formatted text from contract rules and position long texts with all formatting preserved. This functionality is available when the Enable Continuous Text toggle is turned on in the Construction Library Setup page.

HTML text is exported with full formatting, including:

  • Text formatting (bold, italic, underline)
  • Lists (bulleted and numbered)
  • Links
  • Tables
  • Images
  • Text additions with numeric labels

The exported HTML formatting can be imported into other systems that support HTML-formatted text in GAEB files.

Note

Systems that do not support HTML formatting may display the raw HTML markup or strip formatting entirely.

For more information about working with HTML-formatted texts, see Rich Text Editor.

To review the converter log

The BoQ Converter Log provides information regarding the BoQ Converter API. This can be helpful for support cases.

  1. On the Related menu, choose the Converter Log action to view the exported file information.
  2. On the Actions menu, choose the Show Outgoing Payload action.

See Also

Bill of Quantities Card


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