You can import either a single project or multiple projects into LiquidPlanner all at once by using a specially-formatted spreadsheet CSV file. This will save you time so you don't have to start from scratch when you have the information already built out in another file. The first step is to format the CSV file so it's ready to import.
File rows represent the individual plan items: project folders, sub-folders, tasks, events and...
LiquidPlanner allows you to import data from MS Project in XML format, which means you don’t have to start from scratch after you’ve already created a file.
File size: LiquidPlanner can create a maximum of 500 tasks per import. Typically not every line item in an import file translates to a LiquidPlanner task; but you still want to bear this in mind if you have a large file to import. With that limit as a guideline, you may have t...
This article explains some of the ways to save and print information from different views in LiquidPlanner.
Print a task list
Use the personal status report to get a printable view of a member’s task list for a specific date range.
Go to the Home tab.
In the Last Week widget, click on View My Status Report.
Select a date range, like This Week.
Use your browser’s print function to save or print the list.
Print a project st...
Exporting timesheet data puts all of the time entries within the parameters you set into a CSV, XML or Quickbooks-compatible file. This is useful for accounting and reporting purposes.
Running the Export
Workspace administrators and managers can export timesheet data as follows:
Go to the Timesheets tab > Export Timesheets
Use the filter tools (see filtering section below) at the top to identify the timesheet entries you want to...
Quickbooks users must complete this one-time configuration to ensure that your LiquidPlanner timesheet exports are properly formatted. After completing this process you'll be all set to export your timesheet data.
Why is this configuration necessary?
QuickBooks Pro and Enterprise allow you to import timesheet data using files in the IIF format. An IIF file has a header that identifies the version of QuickBooks and the company file...
You can run a simple export of your plan items to a CSV file with the Export Tasks to File function.
Using Export Tasks to File
This export is filter-aware. It will capture the specific plan items that are exposed in the project plan when you initiate the export. If you want to export only a subset of your project data, apply the appropriate filters first, then expand the filtered selections so all items you want exported are visible in...
Plan collaboration content - comments, checklist items, notes, documents, links - can be exported into a zip file.
This export will capture the content for all of the items within the specific plan item that you have selected in the project plan when you initiate the export. The export is also filter-aware. If you're exporting for archiving purposes, don't forget to include done items.
To export, go to the Projects tab > click on...
To download a CSV export of all workspace members, go to the People tab Member List and click Download Member List. The CSV file will contain the information from all of the columns on the People tab, as well as member email addresses. Manager level access or above is required to export the member list.
Exporting Projects and Tasks
Exporting Collaboration Content
Inviting People Into Your Workspace...