Exporting Data to a CSV

• Only Filtered data will be downloaded when exporting to a CSV

• You can download data to a CSV from any View, Published Version or from the Resource Overlay

• The Export CSV files will be downloaded in a .zip

This guide is for you if you're looking to download the raw data from your plan to a CSV file! We will cover how to download the data and the content you receive when you export.

How to Download Data

Live Plan

You can download data to a CSV from any Live View (Gantt, Map, Board & List).

• Open your desired View

• Set any Filters and Date Range to show the data that you want to download

• Click View Options

• Select Export Tasks to CSV from the list

• Your tasks will be downloaded into a CSV File

Published Version

Open the Published Version you wish to export data from. If you have a direct link, skip to the next step:

• You can access Published Versions from the Publishing page. Click "View Version" in the overflow menu.

• Edit the plan view to ensure all relevant information is visible.

• Click Share.

• Select Export Tasks to CSV.

Resource Overlay

• Open the Gantt View

• Select Overlays then Resources to open the Resources Overlay, showing a daily breakdown of Resources on Tasks

• Add any Filters to the Gantt View to show the Resources you want to Export

• Choose the Resource Type you want to Export (either Labour, Plant, Materials or Subcontractor)

• Select the Configuration Icon

• Choose to Export either Tasks in View or Project Utilisation

• Click Export to CSV

Live Plan & Published Version Export Contents

After generating the export, you will receive a zipped file containing two CSV files:

• Progress Updates: Provides insights into delay information and performance data within the project.

• Task Export: Includes all task information formatted for easy aggregation and analysis.

Resource Overlay Export Contents

After generating the export, you will receive a zipped file containing two CSV files:

• Total Task Utilisation: The number of Tasks that have the Resource assigned per day

• Total Project Utilisation: The daily allocation of the Resource