Some projects may require you to provide the installers with a list of products to be installed and programmed. You can export all or a handful of products in the project as a PDF or CSV file and forward the list to the installers so they can pick them up and take them to the project site.
PDF vs. CSV
PDFs are best suited for providing a list of products and their installation labor time. They include the Scope of Work (SoW) from the accepted Bill of Materials (BoM).
The CSV file contains more than just products and labor. It also includes cost, margin, and PO details. You may have to delete some columns before sharing the file with the installers.
Export all products
To export all products, go to the project view, click the 3-dot menu, and click "Export items to CSV" or "Download installer report."
For the installer report, you can click "Settings" and download the report with products grouped by a selected grouping. You can also select just products, just labor, or both.
Export selected products
You can export a list of selected products for installers if:
You want to use different installers for different systems
You want to share the product list by phase.
You want to share the product list by the order status or the install status of the product.
Go to the "Item Status" tab in the project.
Here, you can use the following to filter the list of products:
Phase selector dropdown
Ordering or Scheduling view
Filters
Once you have filtered the products, select them and click "Download" under the "Order" or "Schedule" view.
