Export Customized Configuration Data from Primavera Cloud

You can export customized data sets by specifying which objects you want to export. Customized data sets do not export CBSs.

Note If you are using the Safari browser, before you download, you should first access your browser preferences and deselect the option to open safe files after downloading.

To export customized data:

  1. In the object selector, select Workspace, and then select View Workspaces List.
  2. In the table, select a workspace row, select the Context menu, and then select Export Configuration Data.
  3. In the Export Configuration Data dialog box, select the objects you want to export from the Available list and move them to the Selected list.
  4. Select Export.

    Note When selecting specific forms or workflow configurations, the objects directly associated with the form or configuration are also exported.

  5. Select Download File in the success notification in the Inbox. Data is saved in a zip file named ConfigData.zip by default and can be renamed.

Last Published Monday, June 22, 2026