- 20 Feb 2023
- 2 Minutes to read
- Updated on 20 Feb 2023
- 2 Minutes to read
The Quantities tab displays your bill of materials for a Project after a Formula has been applied. Export Options to extract all Project Quantities from Groundplan are discussed in this article.
Options for Exporting Quantities to CSV
- Click Export
- Click Export as CSV
- Select an Export format
|Grouped by||Column Length & Area Breakdowns are shown in||Column Stage Multipliers are shown in|
|Grouped by Stage||Stage > Part / Labour||Notes||Notes on Length & Area Breakdowns|
|Grouped by Plan then Stage||Plan > Stage > Part / Labour||Notes||Multiplier|
|Grouped by Measurement||Stage > Measurement > Part / Labour||Description||Description on Length & Area Breakdowns|
|Formatted (original)||Visually similar to Quantites Tab||Notes||Notes on Length & Area Breakdowns|
Unit Cost, Unit Markup, Unit Price, Total Cost, Total Margin and Total Price values are shown on all Export options
- Click Download Export
Viewing Parts / Labour and Length / Area Breakdowns
Parts and Labour Totals are grouped by Stage/s. Formulas are included in these figures.
To show individual Length and/or Areas and Grouped Parts / Labour breakdowns, lock the breakdown to display on Export.
- Click + on the Part / Labour line with breakdown
- Click + next to Measurement name and click the Padlock
- Click Export and select Export as CSV
- Choose Export format
View the breakdown in the Notes Column or for Group by Measurement, the breakdown will appear in the Description Column
- Click Download Export then open
Watch our Super User Series, Worksheets and Quantities for a deep dive into the Worksheet and Quantities.
Q: Why are the numbers different on the Quantities and Worksheet tabs?
A: The Worksheet shows all Measurement and the measured Totals from Plans. The Quantities tab shows all Parts and Labour Totals after any Formula has been applied.
Q: I have added additional Parts and Labour into Measurements but they are not grouping together on the Quantities tab. How can I fix this?
A: You need to ensure the Part Number, Description, UOM, capitals, spacing and spelling are identical at the time of creation.
The example below shows a space between the 5mm in one image and not in the other. This causes the items to not Group on the Quantities tab. When creating a new Once-Off item, the fields need to be identical or the items won't Group.
To fix a non-Grouped item:
- Enter the Measurement
- Create a new Part or Labour ensuring all sections above are identical and matching from the other Measurement.
- Delete the original part that did not group.
- Check the items have Grouped on the Quantities tab.
For further information please refer to our specific section on How to fix Parts/Labour Groupings.
Q: I downloaded the .CSV file however all the data is in one column rather than being formatted as in the preview.
A: This is due to settings within Excel.
To make the document appear correctly please follow these steps:
- In Excel, go to the Data tab
- Click Text to Columns once the file is open in Excel
Q: Can you customise columns in the CSV download?
A: No. There are four Export options for download. Once downloaded, you can edit the columns in your particular program according to your needs.
Q: Can you select certain Stages to be exported to CSV rather than the whole project?
A: No. You would need to edit the CSV file once exported from Groundplan.