Excel Export

Project data exported as a full .xlsx workbook. Three ways to get the same workbook — pick whichever fits how you work:

• The "Export to Excel" button in the app — what most people use, day to day.
• The REST API — for scripts, Zapier flows, internal tools, anything that needs to fetch a project's Excel programmatically.
• The MCP tool get_project_excel_url — for AI agents (Claude, etc.) that need to hand a workbook link back to a user.

All three return the same workbook for the same project + the same options. No version skew between the in-app file and what scripts or agents get.

What's in the workbook

A full export contains these sheets, in this order:

• Configuration — your project's labor rates, markups, tax rate, and (for legacy projects) cable costs. Other sheets reference these values as named Excel ranges, so if you change a labor rate in the Configuration tab, totals across the workbook update automatically.
• Project Summary — header info (job number, customer, ship-to), the active version's name, project-level totals, and a room-by-room breakdown. Add-Alt rooms appear in their own "Optional Additions (Priced Separately)" section.
• Financial Analysis — cost vs. sell breakdown with margins. (Optional — uncheck "Include Financial Analysis Tab" to omit it.)
• One sheet per room — every non-archived room gets a dedicated sheet with its equipment lines, cable pulls, labor and services lines, and a room total. Add-Alt rooms show an "ADD ALT" badge at the top.
• Cable Pull Summary — a project-wide rollup of cable runs, grouped by type. Add-Alt rooms appear in a separate table below the main rooms.
• Vendor tabs — one tab per equipment source vendor, with all that vendor's equipment lines grouped under the room they belong to. Add-Alt items appear in an "ADD ALT ITEMS" sub-section. (Optional.)
• Vendor PO tabs — one purchase-order-formatted tab per vendor, with company logo, PO #, ship-via, ship-by, and quote # fields. Add-Alt rooms are not included — POs are for committed equipment only. (Optional.)
• BOM Combined — one flat bill of materials across the entire project, grouped by model and summed by quantity. (Optional.)

The Equipment Only export mode skips all of the above and produces a simple one-tab-per-room workbook with six columns: Line #, Description, Make, Model, Notes, Quantity. Use it when you just need an equipment list, not a full export.

From the app (most common)

1. Open a project's Details page.
2. Click Export to Excel in the Actions menu. The export modal opens with seven checkboxes plus two action buttons.
3. The checkboxes are pre-filled from your project's saved defaults (see "Saved defaults" below). Adjust any of them for this export.
4. Click Full Project Export for the full workbook, or Equipment Only for the simple version.
5. The workbook downloads directly from your browser. Filename is {ProjectName}_{YYYYMMDD}.xlsx (Full) or includes _Equipment_ (Equipment Only).

If you want to save your current checkbox state as the project's new default (so it persists across sessions and applies when the API/MCP omit options), click Save As Project Default before exporting.

Saved defaults vs. per-request overrides

Five of the eight options can be saved on the project so they persist across sessions and across all three surfaces. The other three are session-only.

• Persisted on project: Vendor Tabs, Vendor PO Tabs, BOM Combined, Financial Analysis, Hide Notes. Save these via the modal's "Save As Project Default" button.
• Session-only (reset to default each time): Mode, Include Part# Column, Include Formulas. The modal remembers them within your session but starts fresh next time.

When an API or MCP call omits an option, the service falls back to: (1) the project's saved default if persisted, otherwise (2) the system default. This means a script that calls the export endpoint with no parameters gets the same workbook the project's owner gets when they click "Full Project Export" in the app — saved preferences flow through automatically.

Common workflows

• "Give me what's in the app today." Call the API or MCP with no options. Saved defaults flow through.
• "Just the equipment list, no financials." Choose EquipmentOnly mode.
• "Everything, but skip the POs." Turn off Vendor PO Tabs.
• "Static values only — my consumer can't run Excel formulas." Turn off Include Formulas. Useful for Google Sheets imports or Power BI ingestion.
• "A clean printout, no Notes column, with Part#." Hide Notes Column + Include Part# Column.

Add-Alt rooms (where they appear)

Rooms marked with the per-room "ADD ALT" checkbox represent optional additions priced separately. They're treated specially in the workbook:

• Project Summary: separate "Optional Additions (Priced Separately)" section below the main rooms.
• Per-room sheet: "ADD ALT" badge in row 2.
• Vendor tab: "ADD ALT ITEMS" sub-section grouped by Add-Alt group name.
• Vendor PO tab: excluded entirely — purchase orders only cover committed equipment.
• Cable Pull Summary: separate "Add-Alt Rooms" table if any Add-Alts exist.
• BOM Combined: rolled into the same combined list (the BOM doesn't distinguish committed vs. optional).

For the REST endpoint reference (URL, query parameters, sample request/response), see Projects API. For the MCP tool reference, see MCP Server.