Export project data and download project files

Export all project data to CSV format

  1. Log in to Sage Construction Management as an Admin.

  2. Go to Analytics.

  3. Optionally, reactivate archived projects.

    Learn more here.

  4. In the Selected Projects(s)/Prime Contract(s) section, make sure that the Single Project & Prime option is selected.

  5. Select the Project and Prime Contract #.

  6. Select the Export Data tab.

  7. Select Transaction Details API in the dropdown.

  8. Select Export.

    An email will be sent to you with a link to your report.

  9. Open the email and select the link to download the report file to your device.

Export project data for selected features using log reports

  1. Optionally, go to Projects and reactivate archived projects.

    Learn more here.

  2. Go to Reports, select Project Specific Reports in the Report Category dropdown.
  3. Select the feature, such as RFIs, Submittals, COs, and so on, in the Report Sub-Category dropdown.
  4. Select the Project.

    This field is required for standard log reports. For custom log reports, if a project is not selected, the report includes all active projects.

  5. Select one of the standard or custom reports as needed.
  6. Export project data in CSV, Excel, PDF, and other formats.

Download all the files linked to a project

  1. Go to Projects and select the appropriate project in the Quick Select section.
  2. Select All Project Linked Files in the General Info section.
  3. Optionally, select a Feature Name in the dropdown to filter linked files by feature or use the Search field to filter linked files by feature record number or document name.
  4. Download files using the following options:
    • To download all files, select Download All.
    • To download multiple files, select the appropriate files from the list and select Download Selected.
    • To download a specific file, select Download in the corresponding row.

Download project photos

  1. Go to Projects.
  2. Select the project in the Quick Select section.
  3. On the Projects Home page, select Photos under the Documentation section.
  4. Select Actions > Download All Photos.
  5. Select OK in all three dialogs as they appear.

    Sage Construction Management sends an email to your email address that includes a link to download a ZIP file with all the photos.

  6. Select the link that's included in the email to download the ZIP file.