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Use Import on a schedule to bring in an existing product list or a table of requirements. Use Export for an Excel workbook and Save PDF for a presentation copy.

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Choose the right import

A direct spreadsheet or text export is usually easier to verify than recognition from a scan. Use a clear table with readable headers, quantities and units.

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Products or requirement slots?

In Import a table, choose whether to enable Create requirement slots instead of products.
  • Leave it off for a product list. Rows become product records and schedule items. A photo or vendor URL will only be available if it was supplied and mapped; import does not invent missing sourcing information.
  • Turn it on for a specification. Rows become requirements to source, such as Dining pendant, quantity 2. Compare and select actual products later without losing the original requirement.

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Import and review

  1. Open the schedule and choose Import → Choose file.
  2. Choose products or requirement slots for the kind of table you have.
  3. For a PDF or image, compare the recognised table with the original. Correct cells highlighted as uncertain and check quantities, units and reference codes.
  4. Review the column mapping. Confirm which column supplies the name or requirement, quantity, room and other fields.
  5. Review the preview and any matching or duplicate decisions. For requirement slots, inspect whether each row will create or update a requirement.
  6. Confirm the import. Nothing is committed to the schedule until you confirm.
  7. Check the resulting rows. Fill missing images, vendors, prices and rooms before using them for presentation or procurement.
A repeated import is not a substitute for checking the preview. Stable requirement codes help match revised specifications; changed or missing identifiers can produce new rows.

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Export an Excel workbook

  1. Filter, sort and group the schedule as needed.
  2. Choose Export to open Export to Excel.
  3. Check the row count, including how many rows your filters hide.
  4. Choose columns in the export dialog. These are separate from the table’s visible columns.
  5. Optionally enable Include product images, then export the .xlsx file.
The Excel export initially offers all export columns. Review the export’s column selection before sending a workbook to a client; hiding a column in the working table does not remove it from this selection.

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Export a PDF or share a live view

Use Save PDF for a fixed presentation and inspect the resulting file. For a live read-only client view, use Share and choose the client’s columns there. See Share a schedule. These are three separate choices: the columns you work with, the columns you export, and the columns a client sees through a shared link.