Export the project

When you are ready to send out the project specification to the various yard candidates, you will need to export the project to produce the files you need to send to the yards. In this article we will show you have to export the necessary file types required.

Before you start, make sure you have already added all the yard candidates to the project. 

In order to export a project, while inside a project, navigate to the page "Export". On the export page, you will find tree alternatives for export: Project specification (PDF), Quotation form (Excel) and Attachments (ZIP).

Project specification (PDF)

The PDF will contain all the relevant information on the project, everything that has been specified during the planning phase. It will be at least one page per work order, and additional pages for images.

When exporting the PDF, you can choose exactly what to include in it. It's common to select only "Yard" under "Executed by" when exporting the project specification for the various shipyards candidates. This way you will avoid including work orders that will be done by the crew and specialists.

Under "General content" there is "About project", which is the text field found on the page "General project info" and "Ship particulars" is a list of the ship particulars added on the page "Fleet management" which is found on the main page (not inside a specific project).

Quotation form (Excel) 

The Excel sheet is created to allow shipyards to provide price quotations to their needs while making it easy for you to import it back once you receive it in return. Although the Excel sheet contains all the fields and options they require and need, not all shipyards are willing to do this. For those refusing, you will still be able to import the received price quotation if it's in an Excel format, by making some adjustments to it first.

Please make sure you have added the specific yard candidates before exporting the vessel, as each Excel (also known as quotation sheet) is unique to each candidate. This will allow you to export and import multiple times on a specific candidate to update its prices.

In the Excel file, there is one line per cost item, and each work order can have several cost items. These are the same cost items you have added for each work order. If any cost items are missing, go to the work order page and add them there.

For each cost item, there are several fields for the shipyard to fill out. These are marked in yellow. The shipyard can also add additional cost items if they'd like. To do this, they will need to insert a blank line (can be anywhere below the first line) and then only copy the "WO ID" for the work order they are adding an additional cost item. The Cost ID should be left blank. This way, the system will know it is a new cost item for that specific work order, hence creating it upon import. They should also add a a text under "Cost item" describing what it is, then add either "lump sum" or "per unit" under cost type and fill out the other relevant information.

For more information about how the shipyard can fill out price quotations, please view the dedicated article we have written for them.

Attachments (ZIP)

The ZIP file will contain any attachments you have added to either the project or the vessel, such as GA drawings, docking plan etc.