Setup, Procedure and Export
Estimating Link Setup
Start by setting up your interface in Estimating Link. To do so, go to Setup > Options > Accounting. Select whether you would like to export by either Item Number or by Cost Code and select Spectrum Detailed:
*Note: Cost Codes are taken from the Item Worksheet and are based on Take-off quantities.
This step sets adds the Spectrum Viewpoint Cloud export option to show on Estimating Link's Accounting exports.
Export
To export your project, go to File > Export > Accounting > Spectrum > Cloud:
Save the file.
A conformation Information window will be displayed letting you know that it has been exported successfully and show where it is saved:
Click OK.
Exported File
The file saved from the Spectrum Cloud export saves as a .cvs file. You can open and view the file in notepad or excel (since it's a .csv file type):
The following is Spectrum Viewpoint's layout requirements (obtained from Viewpoint Spectrum's website):
Below is the saved file opened in excel. Note we have added column A so you can see how it's mapped to Viewpoint Spectrum (using the above screenshots) to, utilizing the above screenshot:
To import your file into Spectrum Viewpoint, please follow Spectrum Viewpoint instructions.