Export a Project Schedule
Objective
To export a copy of the project's Schedule.
Things to Consider
- Required User Permissions:
- 'Read Only' or higher permissions on the project's Schedule tool.
- Additional Information:
- You can export a schedule as a PDF file from all views except the Gantt view, which can only be exported as a CSV file.
Steps
The following exports are available for the project's Schedule tool:
Export a Project Schedule to PDF
- Navigate to the project's Schedule tool.
- Navigate to the view you want to export the schedule from.
Note: When on the Gantt view, the schedule can only be exported to CSV. - Click Export.
- Click PDF.
Note: This downloads a PDF file to your computer's default download location.
Export the Gantt View to CSV
- Navigate to the project's Schedule tool.
- Click Gantt to navigate to the Gantt view.
- Click Export.
- Click CSV.
Note: This downloads a CSV file to your computer's default download location.
Export a lookAHEAD Schedule to PDF
- Navigate to the project's Schedule tool.
- Click Lookaheads to navigate to the Lookaheads view.
- Click the Export icon.
Note: A PDF file will open in a new window. Users can download the PDF and save it to their local machine. The PDF will be 8.5 x 11 in landscape and will reflect the view on your screen at export including filters and column configurations