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How can I export the additional planning fields?
How can I export the additional planning fields?
Wouter Huybrighs avatar
Written by Wouter Huybrighs
Updated over a week ago

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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