Exporting Project and Job Costing Information

You can export Project and Job Costing information (such as batches of transactions) to files that can be read and used by other programs.

To export Project and Job Costing information:

  1. Open the screen that displays the type of information you want to export.
  2. If necessary, create or select the records you want to export.
  3. Click Options > Export.
  4. If the File Import/Export Selection screen appears, select the type of information to export, and then click OK.
  5. On the Export screen that appears (depending on the type of records you are exporting):
    1. In the File Type field, specify the format in which to save the exported data.

      Note: Project and Job Costing creates export files for Microsoft Excel.

    2. Select the type of information to export. You can also click Load Script to choose a template that specifies the information you want to export.
  6. If you frequently export information with these specifications, click Save Script to create an export template that you can use the next time you export this data.
  7. When ready, click OK to begin exporting.