Select Fields to Include in an Export File

This procedure allows you to select fields that you want to include in an export file.

For more information, see Schedule Export Form Overview.

To select the files to include in the export file:

  1. On the Navigation menu, click Administration » General Import and Export » Schedule Export. The Schedule Export form displays on the right pane. The General tab displays by default.

  2. Verify if the displayed record pertains to the configuration that you want to update. If it is not, in the Search field, enter the configuration name and then press ENTER to display the record. Alternatively, you can click beside the field to display the Configuration Search dialog box and then search for the record.

  3. Click the Export Files tab.

  4. In the Project Data group box, click Fields for Activity Data and/or Resource Assignments, depending on the file that you want to export. The Field Picker dialog box displays.

    If you want to include header rows in the export file, you need to select the File Contains a Header Row option for Activity Data or Resource Assignments in the Project Data group box before you click Fields.

  5. In the Selection column, select the available field(s) that you want to include in the export file. A check mark displays for each selected field. Clicking the check mark removes the corresponding field from the export file.

    The Activity ID and/or MSP Unique ID fields are required when exporting activity

  6. If you select the File Contains a Header Row option, you can modify a value in the Header Row Name column by clicking a cell and then entering a new name.

  7. This step is optional.

  8. Click OK. The dialog box closes.

  9. On the form toolbar, click Save.

What do you want to do?

Specify name and location of an export file

Schedule an export

Run a schedule export


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