Contents of the Export Planning Data Dialog Box

Use the Export Planning Data dialog box to quickly and efficiently export DPS planning information to .CSV (comma-separated values) files. The planning information can include labor, expense, employee, and consultant information.

Contents

Field	Description
Search filter	Use the Search filter field to select standard or saved searches that contain project planning data you want to export.
	Click to select either a standard or a saved search from the drop-down list. In addition, if you want to modify a saved search, click to display the Edit Custom Search dialog box, or click Custom to create an new search.
Projects	Click to scroll through the list of available standard or saved searches. Select one or more projects from which you want to export data to a .CSV file.
Timescale	Click to select a time scale (Days, Weeks, Months) to export the appropriate data set. For example, you may want to export labor assignments by days or rolled up into weeks or months. This option is available only if you select the Labor Assignments check box.
Labor Assignments	Click this check box to export all labor assignment data for the selected project(s). A list of all labor assignment data fields available for export are described in the Labor Assignment Data Columns section.
	When you select the Labor Assignments option, the Timescale option appears.
Next	Click this button to display the data column selection list for each data set that you selected (data sets can include labor assignments and/or expenses and consultants).
Expense and Consultants	Click this check box to export all expenses and consultant data for the selected project(s). A list of all expense and consultant data fields available for export are described in the Expense and Consultants Data Columns section.
Data column selection list	Use this dialog to select any number of data columns you want included in the export for each data set option. Note that the selection lists that appear depend upon which data set options (labor assignments and/or expenses and consultants) you selected. Click the Include headings check box to add column headings for all the data columns on the .CSV file. Click the check box for each data column you want to include in the export.
Project counter	At the bottom left of the data column selection list is a project counter that indicates how many projects are included in the export.
Export	Click this button to run the export utility to export Labor Assignment data and Expense and Consultants data.