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How to Export Product & Equipment Schedules
How to Export Product & Equipment Schedules

How to export the product and equipment schedules found on drawings in Excel and PDF format.

John Chun avatar
Written by John Chun
Updated over a week ago

The PlanView module allows you to select schedules contained on a drawing sheet and either export the data or add it to the submittal register for the project. The easiest way to do this with schedules is to first select the "Schedules" tab from the menu on the right-hand side.

If you would like to export the schedule in Excel, add the data in the schedule to the submittal log, or add it as a note, select the schedule that you would like to view. Once selected, the drawing sheet that contains the selected schedule will be displayed in the center screen.

Once the sheet is displayed, click the "Download as Excel" tool highlighted in the screenshot below.

Using the Text Select tool, highlight the schedule and/or area that you would like to capture and export or save. 

Once this is completed, you will be presented with a preview, which will show you the scheduled/text captured with the tool. To export this to an Excel sheet, click on the "Download" button in the lower right-hand corner.

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