Export schedule

The scheduler allows you to export the master schedule and save it as a local file. This is useful if you want to save the schedule as a template for use in other similar projects. You can use your favorite scheduling application to edit the schedule before importing it into a new project.

The currently supported applications are:

• Oracle Primavera
• MS Project
• MS Excel

This saves a lot of time as it relieves you from creating an entire schedule from scratch for similar projects. See Import Master Schedule to learn more. 

You can export a schedule at any time in the course of the project. The exported file contains all required columns, depending on the format selected. The task details, start and end dates, etc., are included as per the baseline status at the time of export.

To export a schedule

• Open the project schedule in grid view. If you are not already in schedule > grid screen:
  • Click the app launcher icon  in the top-right and select 'Schedule'
  • Click 'Planner' on the top, then select 'Grid' on the left
• Click the 'Export' icon on the top.
• Choose the format in which you want to download the schedule file

The available options are: 

• Primavera - The schedule downloads as an .XER file, compatible with the Oracle Primavera application
• Microsoft -   The schedule downloads as an .MPP file, compatible with the MS Project application  
• Custom -  The schedule downloads as an MS Excel file in XLSX format

• Click 'Download'
• Choose the desired 'Folder' in your local storage if necessary and enter a desired 'File Name' to download.
• Click 'Save'

The file is saved in the selected folder in your local storage.

• Open the file with the application format chosen during download to edit it and save it in the application's native file format at any time.