General Tab of the Schedule Export Form

The General tab of the Schedule Export form contains various settings and filter options for the schedule export process. When you display the form, all controls on the General tab are disabled. If there are existing configurations, Deltek PM Compass displays the last configuration setting that was opened. Otherwise, you need to create a new record to enable the controls.

All tabs of the Schedule Export form share the same toolbar.

Configuration Name

Enter a unique name for the schedule export configuration using up to 59 alphanumeric characters. After you save the settings, you can use this configuration for future exports.

Description

This field is optional. Enter a brief description on how this configuration should be used using up to 254 alphanumeric characters.

Project

Enter the name of a PM Compass project or click

to search for the project. Clicking the Search icon displays the Project Search dialog box, which only displays all PM Compass projects that have the Internal schedule type.

Beside this field is a blank field for the project description. This field displays the corresponding description for the selected project.

Filters

This group box allows you to limit the data included in the export file. It includes the following options:

This group box only becomes enabled after you select a project.

Use Microsoft Project Formats When Exporting Duration and Status Data

Select this option if you want PM Compass to add the appropriate duration indicators to duration fields as well as the percent (%) symbol to percent fields. For new records, this option is not selected.

What do you want to do?

To display the General tab of the Schedule Export form:

From 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.