Exports

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 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