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

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

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

Exporting Resources

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

Exporting Folders

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

Exporting Blockers

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

Exporting Milestones

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

Exporting Clashes

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

To export:

Navigate to the right-side and click
Click in the top-right of the Clashing Tasks panel
Click

Exporting Clashes rules

A ZIP file downloads containing three CSVs, one for each tab
All active filter values are applied consistently across all three files
If a Task clashes with multiple other Tasks, it appears on a separate row for each clash partner
For Non-Conflicting rows, Overlap Start, Overlap End and Overlap Duration are left blank
Group By and Overlay Property are UI-only and do not affect the CSV structure
Each CSV includes: Task Name, Activity ID, External ID, Owner, Owner Email, Start Date, End Date, Duration, Location, Folder, Subcontractor, and the matching fields for the clashing Task, plus Clash Status, Overlap Start, Overlap End and Overlap Duration.