Projectmates makes it quick and easy to export various project data from the system. For Example: Log pages can be easily exported into excel, certain tools can be exported out to a template for editing & imported back in, while others may be exported out in a report format. The data included in each export will vary; determined by the module that you are working in.
Helpful Hint: All project exports are in Excel format.
Modules with Export Functionality
- RFIs/Submittals
- Field Reports
- Schedules
- Action Lists/Checklists
- Meeting Minutes
- Budgets
Exporting a log page to Excel:
The RFI, Submittal, Field Report, & Meeting Minutes modules allow users to quickly export a log of current items to excel.
- Open the page that you want to export. (Ex: RFI log page)
- Click the More button located in the upper right hand corner.
- Select the Export Excel Option.
Helpful Hint: The export will not include any items in draft mode
Exporting a template to Excel:
The Schedule, Action List, and Budget modules allow users to export existing data into an editable excel template that can be modified and re-imported back into Projectmates.
- Open the module that you want to export. (Ex: Action List)
- Click the More button located in the upper right hand corner.
- Select the Import/Export option.
- Choose Template or Export from the pop up window.
Helpful Hint: If there is already data in the tool that you're editing, choose the export option to see the template filled in to help get you started.
- Locate the the file in your downloads.
- To edit, fill in the required fields highlighted in Blue.
- To re-import, repeat steps 1-3
- Select the file that you were working on
- Click Import
Helpful Hint: When importing a schedule, you will be required to check the box confirming that existing items will be deleted on upload.
Exporting a report to Excel:
The Budget and Schedule modules have an additional option to export current data into a report friendly format, rather than a template format.
- Open the module that you want to export.
- Click the More button located in the upper right hand corner.
- Select the Schedule Report or Budget Report option.
- Locate the file in your downloads
Helpful Hint: The report exports can not be re-imported to Projectmates.