Export a Rate Structure

  • The rate export produces an Excel file with the data. If you want to import rate data from another software tool into EVMax, you can use the EVMax export file as a model to build the data extract from the other tool.
  • You can use the rate export and import options to create the rate data. For example, you could enter a base set of rates, export that data, and use Excel functions to copy, add, and edit the rows. Once you have produced the set of rate data, you can import the data into EVMax.
  • The same export and import process can be used to create an alternate Rate Class. Export the rate data. In Excel, edit the Rate Class and Rate Class Description columns, modify the rates as needed, and then import the rate data for the new Rate Class.
  1. Select Project Data > Rates in the Navigation Menu. The Manage Rates tab window displays.
  2. Click on the Structure [Select] dropdown in the Ribbon Menu and select the rate structure you want to export from the list.
  3. Click Export in the Ribbon Menu.
  4. Navigate to the directory where you want to save your export file, enter a file name, and click Save. The file is saved as a Microsoft Excel file type (.xlsx or .xls). An export complete dialog box displays.
  5. Click OK.
  6. Optional. Open the Excel file to view the data export.
  7. Optional. Close the Manage Rates tab.