You can export a Cubit Estimating Job into BuilderTREND and the following 5 columns are exported: Accounting Code, Description, Quantity, Unit Price, and Amount (Total).
Fig 1. BuilderTREND example data
Exporting your Estimate to BuilderTREND
Exporting to BuilderTREND generates a tailored Microsoft Excel file.
When exporting your Estimate to BuilderTREND, only Trade Items are exported. Trade Headings,
Trade Mark-Ups or Estimate Adjustments are not exported.
When exporting, only five columns of information are included.
Fig 2. Fields exported with Buildertrend
The prerequisite to exporting your Job to BuilderTREND is that you must have accounting codes applied to your job.
To apply Accounting Codes to your Estimate:
1. Click Edit Columns from the Configuration tab in the Codes ribbon (Cubit Estimating 8 or higher), OR from the Data tab (for Cubit Estimating version 7 users).
Fig 3. Edit Columns
2. Go to the Rate tab and check any box for the Rate Codes you wish to use
3. Select the drop-down menu beside Account group: and select the Rate Code you enabled
4. Click Ok.
In your Estimate, for every item you wish to export, double left mouse click in your Rate Code
column and select or type a code.
Fig 4. Group Mapping
Once the Account group is assigned, click BuilderTREND on the Data tab in the ribbon.
Fig 5. Export to BuilderTREND
Comments
Hi Team,
Is it possible to include the "Unit" as one of the columns that you import to Buildertrend. It just makes sense that this is included with the 5 other columns.
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