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Overview
Your Revit project can be exported to Akolades to create projects with indiviudal quotes with pricing. These quotes can be submitted as order. Click the links below to navitage to a specific step, or use the 'Next' on the bottom right of the screen to read seq...
Export Schedule From Revit
Once all your items appear on your schedule, you need to export and save your schedule as an .xls (Excel spreadsheet). Open your Schedule in Revit by double clicking in the Project Browser. Ensure the date on your schedule name matches the date on the schedul...
Upload Your Schedule to Akolades
Sign into Akolades. Click on 'Quotes' tab. Select your name from the drop down. Then click the New Project button. Name your project and then click the 'Import Revit' button. Click 'Select Files' and find the Excel file version of your Schedule that you ...
Adjust Quotes in Akolades
Your Revit Schedule has now created an Akolades Project which is comprised of a series of quotes. Status will say "Pending Import" at first, show a loading bar, and then "Complete" when done. Once complete, you can enter each quote and edit as with any quot...
Attach Documents to Project
You can attach documents to your project. This can include quotes, signed contracts, drawings, specs, accounting, client packages. Please specify file type, add any optional comments, and press "Apply Changes" To proceed, click the "Back to Project" button. ...