Export a project, or everything

Your data is yours. One ZIP per project, or every project at once.

Steps

1. Open the project and click the download icon next to Share. Tick what to include — pay applications as PDF and AIA-style Excel, the schedule PDF, attachments and photos — and build the ZIP. Keep the tab open; it builds in the browser and nothing leaves your account except the files you already stored.
2. Inside: every table as a CSV that opens cleanly in Excel or Numbers (scope, entries, change orders, pay apps and their lines, subs, contacts, locates, schedule, notes, activity), project.json with the raw records for a future import, and folders of attachments named by what they belong to — photos by date and item, plans and specs, sub quotes, locate tickets, pay app files.
3. Menu → Company → Export everything does the same for every project at once, with or without attachments. Owners and admins only.

Good to know

• A big attachment set (hundreds of MB) builds fine on a laptop. On a phone, leave attachments unticked and pull those separately.
• The export is also what you'd keep before a completed project ages out under the retention policy.