Skip to main content

Exporting Project Details and Projects

How to export Project Details and Projects

A
Written by Ashok P
Updated over a month ago

You can use the Export feature in SI to:

  • Export a list of projects displayed in Project Explorer as a CSV file, including project metadata.

  • Export a project as a .zip file that can be imported as a new project in SI or sent to D-Tools Support for troubleshooting purposes.

  • Email the project .zip file to another user over Outlook.

  • Export project details in XML or JSON format.

Project List

Selecting Project List or Project List (Current Layout) under the Export tab allows you to download the project details of all projects or just the selected ones.

export project list.jpg
  • The "Current Layout" option exports the columns displayed in Project Explorer.

  • The Project List option allows you to choose which columns you want to export.

export fields.jpg

Send To

Selecting Send To under the Export tab will allow you to zip and email the zipped project file using Outlook.

You can also export a project file in XML or JSON format.

send to.jpg

When you choose to zip or send to Outlook, you will be prompted to add any of the additional project files to the zip file.

zip project files.jpg
Did this answer your question?