Export (Overview module)

You can export data from the Overview module (Hierarchy, Timeline, Kanban board modes) using BigTemplate.

BigTemplate required.

Overview mocule, export icon highlighted

Data export

  1. Click the export button.

  2. Select a file type.

    Export data form, file type options
  3. Click Export.

Available file formats

Data can be exported into the following file formats:

  • PDF (image)

  • CSV

  • XLSX

Note: The MS Project Empty Template export option is unavailable because the Overview module contains boxes (not tasks).

file format

mode

What gets exported?

file format

mode

What gets exported?

PDF (image)

Hierarchy

Current view (active columns)

Timeline

Current view (active columns + timeline)

Kanban

Current view

CSV

Hierarchy

Current view (active columns)

Timeline

Current view (active columns)

Note: timeline data is NOT included

Kanban

not available

XLSX

Hierarchy

Current view (active columns)

Timeline

Current view (active columns)

Note: timeline data is NOT included

 

Kanban

not available

Installation

Information on the installation and configuration of BigTemplate can be found on the following page.