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 the project/shell tab and switch to User mode.
  2. In the left Navigator, expand the Configurable Modules node.
  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 side), Properties tab.
  4. Double-click the sheet to open the sheet log that displays the columns.
  5. Click the Menu Options drop-down icon and select Export.
  6. Select one of the following options:
    • Codes

      To export a Microsoft Excel Comma Separated Values File.

    • Column Data

      To export column details.

Configurable Modules: Generic Cost Manager

For Generic Cost Manager (CM0 or CM zero), see Generic Cost Manager.

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

To export sheet data:

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

      To export a Microsoft Excel Comma Separated Values File.

    • Column Data

      To export column details.

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

To export sheet data:

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

Last Published Sunday, July 20, 2025