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Viewing and exporting quantities to CSV

View and export the bill of materials for job.

Updated this week

The quantities tab displays your bill of materials for a project after a formula has been applied and also where quantities can be exported.

📝Note: The Options shown in the drop-down menu is for on-screen display only. Unchecking quantity options will not reflect in the columns exported on the CSV.

Zero quantity items can be removed from the export.

quantities-showing options.png

Options for exporting quantities to CSV

📝Note: Unit cost, unit markup, unit price, total cost, total margin and total price values are shown on all export options. See our FAQ's about removing columns.

  1. Click export

  2. Click export as CSV

  3. Select an export format

  4. (Default is unchecked) If required, click include zero-quantity parts & labour

  5. Click download export

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 & brea breakdowns

Grouped by plan then stage

Plan > stage > part / labour

Notes and adjusted values if present

Multiplier

Grouped by measurement

Stage > measurement > lart / labour

Description

Description on length & area breakdowns

Formatted (original)

Visually similar to the quantities tab

Notes

Notes on length & area breakdowns

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.

  1. Click + on the part / labour line with the breakdown

  2. Click + next to the measurement name and click the padlock

  3. Click export and select export as CSV

  4. Choose the export format

    View the breakdown in the notes column or for group by measurement, the breakdown will appear in the description column

  5. Click download export then open

Video


Frequently asked questions

When I export, I don't want the margin or unit price columns to show. How can I change this?

Unit cost, unit markup, unit price, total cost, total margin and total price values are shown on all export options. To combat this, remove columns from your export in the program of your choice.

Open the document in the program it downloads into e.g Excel or Numbers (for some Macs):

  1. Highlight the columns to remove

  2. Tap DELETE on your keyboard

Can you select certain stages to be exported to CSV rather than the whole project?

No, unfortunately not.

You would need to edit the CSV file once exported from Groundplan.

Why are the numbers different on the quantities and worksheet tabs?

The worksheet shows all measurements and the measured totals from plans.

The quantities tab shows all parts and labour totals after any formula has been applied.

I have added additional parts into measurements, but they are not grouped together on the quantities tab. How can I fix this?

When a part is created, they must have identical part numbers, descriptions, unit of measure, including capitals, spelling, spacing and blank boxes to the part you want it grouped with.

Look for the blue grouped / linked sign before clicking save.

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 Part, the fields must be identical, or the items won't Group.

quantities-grouping error.png

  • Click on the incorrect part

  • Click the measurement name

  • Click measurement - editing on this window will not group the part

  1. Click actions then delete on the original part

  2. Click +part and select groundplan part

  3. Create a new Part - All sections mentioned must be identical and matching with the other part; ensure the linked sign appears before saving, the part UoM may need to be changed to see this

  4. Click save

  5. For further information, please refer to our specific section on How to fix Parts/Labour Groupings.

I downloaded the .CSV file; however, all the data is in one column rather than being formatted as in the preview. How can I fix this?

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

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