Exporting a Web-Select Project to Excel

1. From the Project Information screen, click "View Schedule" for the appropriate Project.
   • NOTE: The Product Schedule drop-down menu must be set to the desired product type (i.e. Fan Coil Units).
2. Complete a Selection and Save To Schedule
3. Click the Configure Custom Views button
4. In the General Section, choose what columns should be displayed. If developing a submittal, uncheck the "Price", "View Pricing Results" and "Total Price" columns.
5. When finished, name the Custom View in the "Custom View Management" area. If this is a new Custom View, click the New Custom View radio box. Then click the "Overwrite/Create/Delete" button.
   • If you'd like to edit this Custom View, or create a new Custom View based on this one, click the "Configure Custom Views" button. Add or delete any columns as required. In the "Custom View Management" area, select either "Overwrite Custom View" to replace the previous custom view with these changes, or "New Custom View", making sure to type in a new name.
6. Once the Custom View is completed, click the "Save Schedule to Excel Compatible CSV File" button.
7. Click "Open" on the file download dialog box.
8. Format and print as necessary.

TIP: To keep the width of the schedule as small as possible, consider typing any redundant or secondary information as a note at the bottom of the Excel spreadsheet instead of including the column in the schedule. For example, "All motor voltages are 120/1/60"