You may want to secure all data at the end of the Project to archive it on your own computer, an external hard drive, etc. Or you have terminated your docu tools subscription and want to save your data in a readable format.
Requirements
You are the Project admin.
The Project is active.
3 Ways to Export Data
All 3 methods begin by opening the Project.
1. Export Plans
Under
Plans, Download the Plans individually by Pressing on the...at the end of the line and selectingExport Plan.Leave the checkbox for
Include pinsas it is and confirm withExport.Wait until the Export is fully generated and then Press
Download. You will receive the Plan as a PDF.
Plans can only be exported individually.
Export with filtered pins
If you have a Plan open, you can set additional Filters for pins before exporting. This allows you to display only certain trades, responsible parties, or statuses on the Plan.
Once the desired pins are visible through the Filter, Click on the ... in the top right corner of the open Plan and choose Export Plan.
The exported PDF Plan will then contain only the previously filtered pins.
2. Export Media
Under
Media, Click on the...icon on the right and selectDownload all Media.This generates a Zip file, in which all Media are grouped by date. You can also selectively choose the Media and Download only those selected. The data will be prepared for Export.
Then confirm again with
Download.
3. Export Pins
Pins are exported in a Report.
Under
Reports, selectNew Report.Assign a meaningful Title for your Project.
Choose
In-depth reportas the Report template. "Large" or "small" refers to the image size here. Please choose what best suits your needs (if you have created your own Report template, you can of course use that as well).Scroll further down and select the parameters.
Under
Content based on:, keep Pins selected and Click onChoose. Select the pins that should be included in the Report. We recommend including a maximum of 300 pins in a Report, as otherwise, it may take a very long time to create.Click on
Create. The Report will be created, which can take a longer time depending on the content of the data.Click on
Downloadwhen the Report is ready. Here you can choose whether you want the Report as a PDF or as a Word document.