Export an Estimate

Mitchell Cloud Estimating can export your finished estimate file as Estimate Management Standard (EMS) or Business Management Suite (BMS) to a designated file path. EMS is a universal file format used to share and store estimate data across all major platforms. BMS is a proprietary file format used to share and store estimate data.

Use this method to export a committed estimate from Mitchell Cloud Estimating in EMS format.

Mitchell Cloud Estimating can export your finished estimate file as Estimate Management Standard (EMS) or Business Management Suite (BMS) to a designated file path. EMS is a universal file format used to share and store estimate data across all major platforms. BMS is a proprietary file format used to share and store estimate data.

1. On the Job Overview page, click Export EMS on the Estimate card.

   

2. The file will be exported to the folder you specified in the settings. If you have not already configured the export settings, in the Export EMS window, click Browse for Location to find the folder where you will export the EMS file and click Export. Click Change if you need to change the export folder.

   

3. Click Done to return to the Job Overview page.

   

Note: For more information, visit the Configure EMS/BMS Export Path help topic.

Use this method to export a committed estimate. Click here for more information about the Estimate Details page.

1. From the Job Overview page, click the dollar amount on the Estimate card. You have to click on the dollar amount to access the Estimate Manager page.
2.  Click a version to view the details.

    

3. Click the arrow next to Export EMS and select a menu option.

   

4. The file will be exported to the folder specified in the field.
   • Click Change if you want to select a new location"Configure EMS or BMS Export Path"
     
   • Click Browse for Location if no location has been set. Select the save location for the estimate file and click OK.
     
5. Click Export.
   

   
   

6. Click Done to export the file.
   
   
7. You will receive a notification when the file is exported.
   
   
   

Use this method to export a committed estimate or an in-progress estimate.

1. On the Job Overview page, click the Estimate card outside of the dollar figure of the estimate total. You have to click outside of the dollar amount to access the Estimate Manager Overview page.
2. Click the arrow next to Export EMS.
   • Select Export EMS or Export BMS. The file will be exported to the folder you specified in the settings.
   • Click View Export Settings to change the save location for the exported file. If you have not yet set the save location, "Configure EMS or BMS Export Path".
     
     
     
3. You will receive a notification when the file is exported.
   
   
4. Click Done to exit out of the Estimate Manager Overview page.

Use this method to export an in-progress estimate.

1. From an Estimate in Mitchell Cloud Estimating, click the arrow next to Export EMS.
   
   
2. Select one of the options from the drop-down list:
   
   • Export EMS—The file will download to the location specified.
   • Export BMS—The file will download to the location specified.
   • View Export Settings - Select this option to set the save location for the exported file. "Configure EMS or BMS Export Path"
3. You will receive a notification when the file is exported.