Additional planning fields can be incorporated in any kind of export, just make sure you add the correct code for your additional planning field.
- Open a new or existing Excel file on your computer.
- Add one or more columns for the additional planning field values you want to see.
- Enter the name of the additional planning field as column title.
- Enter the correct code for the additional planning field in the field underneath the title (see example below).
- Composition of the code: level of the field (project/subproject/team)_ your self-chosen code ( next to 'Name in dictionaries' in the settings of the concerned additional planning field).
- Create or update an Excel export template.
- Make an export with the uploaded export template.
- Your export appears at the top of the page with an overview of all the exports.
- Refresh the page until you see the number of rows next to your export.
- Click on the description to download your export file.
