Refresh keeps the Excel view aligned with SiteSurvey. The exact result comes from the current SiteSurvey project, including records that have been added, changed or removed.
- 01
Save the current workbook
Save your Excel file before refreshing so you retain the previous version if it is needed.
- 02
Open the SiteSurvey add-on
Confirm the workbook is connected to the intended workspace and project.
- 03
Check SiteSurvey first
Make sure site changes have synced to the web portal and the project now contains the expected data.
- 04
Select Refresh
Pull the latest project structure, quantities and selected data points into Excel.
- 05
Review the changes
Check additions, edits and removals before issuing the revised BOQ.
Good to know
- ✓Excel-to-SiteSurvey updates are not supported.
- ✓If a value is wrong after refresh, correct it in SiteSurvey and refresh again.
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