Exporting data from LiquidPlanner

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Avatar Melinda administrator 71 post(s)

Exporting data from LiquidPlanner

LiquidPlanner enables a simple export of your data to a .csv file, similar to Excel or Project.

To export your data from LiquidPlanner, click [actions], scroll to [advanced actions], and select [Export to CSV], pictured here:

A “File Download” dialogue box will appear. Select [Open] and a .csv file will be automagically created for you in an Excel spreadsheet. Column headings from the estimate tab (e.g. Item, Category/Project, Owner, Remaining, etc.) will transfer to column headings in your .csv file. Once you’ve created the .csv you can rename the columns or manipulate the data however you wish.

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