Exporting Data to .CSV Files
From the Exports form of Imports & Exports, you can export planning data from the DPS database to .CSV (comma-separated values) files.
When to Use Exports
Typically, Resource Managers and Project Managers use the Export utility to synchronize planning data between the Resource Planning module and their firm's budgeting system (for example, Costpoint Budgeting and Planning) instead of having to input the same information into each of these systems. Once the planning data has been synchronized, managers can access forecast information and manage the financial aspects of their projects.
Prerequisite: FILESTREAM
To export data from DPS, FILESTREAM (a Microsoft SQL Server feature) must be enabled.
Alternatives to Exporting Data
If your enterprise is planning to export some types of data from DPS into another application on an ongoing basis, an alternative to exporting that data from DPS to .CSV files is to use the application programming interfaces (APIs) provided with DPS to automate the transfer of data to the source applications. Use the GET method with the projectplan/details API to get the planning data information from DPS.
Available Exports
In DPS, the Planning Data export option is available if the Resource Planning module is activated.
Of the other exports provided with the modules you purchased, some may not yet be available in the browser application. If you do not find an export on the Exports form of Imports & Exports, go to the desktop application and navigate to the Exports Utility form ().
Fields for Which You Can Export Data
You can export labor assignments and their planned amounts and hours. You can also export planned amounts for consultants and expenses.
Note that the exported values are from the assignment levels of the planning structure: the resource level for labor and the account/vendor level for expenses and consultants. There is no option to export values summarized at higher levels. Also, each export process extracts all planning records for the selected projects; no option exists to extract only new or changed records.
Labor Export Timescale and Date Fields
When you export planned labor information, you use the Timescale field to indicate whether you want to see planned hours and amounts broken down by day, week, or month. Your selection determines the periods into which each labor assignment and its hours and amounts are divided. To export the start and end dates for each of those daily, weekly, or monthly periods, select the StartDate and EndDate fields for export. To export start and end dates for the full assignment date range that was entered for each assignment, which may fall within one of the export timescale periods or may span multiple timescale periods, select the AssignmentStart and AssignmentEnd fields for export.
Note that the Timescale field does not apply to plan data for expenses and consultants, and expense and consultant assignments do not have assignment dates. If you select the StartDate and EndDate fields for export when you export planned expenses and consultants, those date fields contain the plan start and end dates for the assignment-level work breakdown structure element for which the assignments were entered.
What the Export Process Does
When you export the data that you selected in the Export Planning Data dialog box, the export process takes the planning data from DPS and outputs it to a .CSV file. On the Exports form, a new row displays for the export in the grid below the Planning Data export option.
Reviewing the Export File
To review an export file, click the file name displayed in the grid on the Exports form. The file displays in the application that you use to view and work with .CSV files.
Required Security Role Access
You can only export planning data if your security role has access rights to the Resource Planning module and view access to the projects selected for export.