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.
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