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Exporting Calendars

Summary

This tutorial shows how to export your project schedule from BuilderPal:

  • As an Excel file (.xlsx) for reporting, editing, or sharing

How-To Video

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Prerequisites

  • Role or permission needed: Any team member with access to the project
  • Setup required: Log in to BuilderPal and open the desired project

Steps

1. Open the Schedule

  • From the project dashboard, click Schedule in the left sidebar.

2. Export as Excel (.xlsx)

  • Select XLSX
  • The file will download immediately

Confirmation

You’ll know it worked when you receive:

  • An .xlsx file that opens in Excel with the current project schedule

Tips

  • Pro tip: Apply filters or set a date range before exporting so the file includes only what you need.
  • Shortcut: The .xlsx file opens directly in Excel for fast editing or sharing.
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