Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
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Export Data to a Comma-Separated Values (CSV) File

You can export data from a grid to a comma-separated values (CSV) file.

Prerequisite: To export from list view, your user ID must be mapped to an employee record.

To export data from a grid to a CSV file:

  1. Open an application that has a grid with the Export icon on the grid toolbar.
    For example, this icon is available when you open a hub form and switch to list view by clicking .

    You are notified via the Notification Center when the CSV file is ready to be downloaded. The CSV file is stored in the FileStream database until you download it.

    If you export more than 500 records, these applications automatically leverage the process server: Projects hub, Employees hub, Firms hub, Contacts hub, User Defined hubs, Activities, and Users.

    Interactive Billing supports paged grids, which enable you to filter and export long lists of records from grids on the Labor tab, Expenses tab, and Units tab. For more information, see Working with Grids.

  2. On the grid toolbar, click .
  3. Depending on the type of grid, one of the following Export dialog boxes is displayed.

    Export as CSV

    OptionDescription
    Request Export If you are exporting from list view, click this option. The export is scheduled and you are notified via the Notification Center when the CSV file is ready to be downloaded.
    Export All If you are not exporting from list view, click this option. The CSV file is available in the download bar at the bottom of the screen.

    Export List View

    OptionDescription
    Export Format Use this option to specify the format:
    • CSV: Export data from the grid to a comma-separated values (CSV) file.
    • Excel: Export data from the grid to an Excel spreadsheet.
    Export Codes as Additional Columns Select this option to include both codes and descriptions in the export process. This completes the export with the defined formats. When this option is not selected, only the description is included.
  4. Open the comma-separated values (CSV) file in a third-party application and then edit the file.