Exports

Who can use this feature? All Project users can export Project data.

Exporting lets you download key project data from live plans and published versions to Resources, Folders, Blockers, and Milestones.

Exporting Live Plans

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You can export your live plan from the Gantt, Map, Board, or List views. The export will reflect whatever filters and dates you’ve set at the time.

To export a Live plan:

• Open your preferred view and click

• Select

Exporting Live Plans Rules

• Data included in the file is defined by the Filters and Dates set at the time of the export.

• The export includes three files: one for Tasks, one for Progress Updates and one for Folders

Exporting Published Versions

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Exporting a published version lets you download plan data exactly as it was at the moment it was published. The export will reflect whatever filters and dates you’ve set at the time.

To export a Published version of a plan:

• Open any Published version and Click

• Select Export Tasks to CSV

See also: Publishing

Exporting Published Versions Rules

• Data included in the file is defined by the Filters and Dates set at the time of the export.

• The export includes three files: one for Tasks, one for Progress Updates and one for Folders

Exporting Resources

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Export the Resource Overlay to get a daily breakdown of Labour, Plant, Materials, or Subcontractors based on your current view and filters.

To export Resources:

• Navigate to the Gantt view and select

• Click and select the desired resource

• Select and click

See also: Resource Overlay

Resource Utilisation Tool

Option	Meaning
Total Task Utilisation	The number of Tasks that have the Resource assigned per day
Total Project Utilisation	The daily allocation of the Resource

Exporting Resources Rules

• Data included in the file is defined by the Filters and Dates set at the time of the export.

• The export includes two files: one for Total Task Utilisation and one for Total Project utilisation.

Exporting Folders

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Exporting a project’s folder structure creates a CSV file with each Folder’s name and code, making it easy to review or reuse your Folder setup.

To export Folders:

• Click your project title in the top left

• Select Project Assets

• Open the Folders page from the menu

• Select

See also: Folders

Exporting Folders Rules

• A Folders CSV will be downloaded

Exporting Blockers

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You can export Blockers from the live Gantt, and the file will match whatever filters and dates you’ve set at the time.

To export Blockers:

• Navigate to the right-side of the Gantt and click

• Click the configuration icon and select

See also: Blockers

Exporting Blockers rules

• Data included in the file is defined by the Filters and Dates set at the time of the export.

• A Blockers CSV is downloaded

Exporting Milestones

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You can export Milestones from the live Gantt, and the export will reflect the filters and date range you’ve set at the time.

To export Milestones:

• Navigate to the right-side of the Gantt and click

• Click the configuration icon and click

Exporting Milestones Rules

• Data included in the file is defined by the Filters and Dates set at the time of the export.

• A Milestone CSV is downloaded

See also: Milestones