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.

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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