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Planview Customer Success Center

Export and print the plan

Using the Plan Tool step 3 of 7
  1. Last updated
  2. Save as PDF

Export to Excel

Export the plan to a Microsoft Excel spreadsheet to take a snapshot of the time plan, allowing you to monitor changes over time.  Exporting the plan to Excel can also function as a plan backup. The report includes all details for milestones and activities, including estimated and reported time.

To export the plan:

  1. In the Plan tool, click the More Options menu More.png and select Export to Excel.

Print the plan

Print the plan to be able to discuss the plan with stakeholders. When everyone at a meeting doesn't have access to view the plan online, print the plan and share it.

To print the plan: 

  1. In the Plan tool, click the More Options menu More.png and select Print plan.
  2. Select the date range that you want to print. Activities will be included if either start or end date is within the time span.
  3. Select the paper size.
  4. Click Download pdf to download a printable plan.


 

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