Export Sheet Data

You can export data from columns that have been manually entered to a CSV file. The data is for reference only and cannot be re-imported.

Note: You must have permissions to access a sheet. If you need access to a sheet not listed in the log, contact your company administrator.

Configurable Modules: <name> Manager [Code-based configurable manager]

To export sheet data:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code-based configurable manager (<name> Manager [Code-based configurable manager]). The log displays a list of sheets and the corresponding properties (on the right-hand side), Properties tab.
4. Double click on the sheet to open the sheet log window that displays the columns.
5. Click the Menu Options drop-down icon and select Export.
6. Select one of the following options:
   1. Codes

      To export a Microsoft Excel Comma Separated Values File.

   2. Column Data

      To export column details.

Configurable Modules: Generic Cost Manager

For details see Working with a Generic Cost Manager.

Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Sheets

To export sheet data:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code- and record-based configurable manager (<name> Manager [Code- and record-based configurable manager]) to expand.
4. Click the Sheets sub-node (<name> Manager [Code- and record-based configurable manager]-Sheets) to open the log. The log displays a list of sheets.
5. Double click on the sheet to open the sheet log window that displays the columns.
6. Click the Menu Options drop-down icon and select Export.
7. Select one of the following options:
   1. <sheet name> Summary Sheet

      To export a Microsoft Excel Comma Separated Values File.

   2. Column Data

      To export column details.

Configurable Modules: <name> Manager [Code- and record-based configurable manager]-Class

To export sheet data:

1. Go to your shell or project in User mode.
2. From the left Navigator, click Configurable Modules node to expand.
3. Click your code- and record-based configurable manager (<name> Manager [Code- and record-based configurable manager]) to expand.
4. Click the class sub-node (<name> Manager [Code- and record-based configurable manager]-Class) to open the log. The log displays a list of sheets.
5. Double click on the sheet to open the sheet log window that displays the columns.
6. Click the Actions drop-down icon and select Export CSV Template....
7. Follow the prompts to complete the export.

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Last Published Monday, April 11, 2022