Schedule Export Overview

Schedule Export helps you to create a generic export file from schedule data in PM Compass. You can then use the export file as an import file to other systems, such as Primavera.

PM Compass supports the export of Activity and Resource Assignment data only. It saves the data in the CSV, XLS, or XLSX file format.

The Schedule Export feature allows you to perform the following tasks:

See the Import and Export Overview for more information.

Schedule Export Form

The Schedule Export form allows you to create or update an export file from schedule data in PM Compass.

Schedule Export Form Toolbar

Use the Schedule Export form toolbar to perform tasks such as saving your changes, creating a schedule export configuration, or deleting a record.

Schedule Export Form Tabs

The Schedule Export form displays the following tabs:

When you access the form, all controls on each tab are disabled. If there are existing configurations, PM Compass displays the last configuration setting that was displayed. Otherwise, you need to either search for an existing configuration or create a new one to enter necessary values.

Before you begin, learn about...

Integration and database interaction

Metadata

Assigning access rights to a workflow

Scheduling a process

What do you want to do?

Configure general settings for the export process

Specify the name and location of an export file

Schedule an export

View a list of schedule export process errors

Perform a quick search

Create an export file

Select fields to include in an export file

View all scheduled exports

Export schedule data from Microsoft Project

Export projects from Primavera 6 Release 7

Map MS Project 2010


Learn more about...