Maconomy Enterprise Cloud Online Admin Guide

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Exporting Data to Excel in the Rich Client

Gantt chart data can be exported to Excel from the People Planner Rich Client. No access is provided to Excel in the Citrix Storefront and as such the exports must be saved to the Users local machine. If a user attempts to export to Excel directly on the Citrix Storefront, a message is shown.

When exporting to Excel from the People Planner Rich Client, the following process must be followed:

  1. To export Gantt Chart data to Excel from People Planner, click Export Gantt chart data to Excel when the Gantt chart is open.
  2. Confirm the date range for your export and click Export.
  3. People Planner will ask for the export location. Select Permit all access to allow access to your local PC drives.
  4. Select a location on your local machine where you want to save the file.
  5. Once the export process completes, People Planner will ask if the file should be opened. Select No and you will be returned to the People Planner Rich Client.
  6. Assuming Excel is installed on your local machine, the file can be located and opened away from the Citrix Storefront.