Export a schedule: Convert/Clean

The same plan in another format, cleaned of what need not travel.

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All fifteen how-to videos

Tenth of fifteen in the series, in Look-aheads, the Gantt and files. Each mark’s length is its running time.

TRANSCRIPTEvery word of the video, as text.

Exporting a schedule from PC.o: the same plan in another format, cleaned of what need not travel. Files, like luggage, benefit from being lighter.

Open a row's menu and choose Convert/Clean. Download, just below, gives back the original as uploaded. EXPORT TO offers Primavera P6 as XER or XML, MS Project XML, or Excel. Choose XER first.

P6 to P6 shows the whole toolkit: a version, global conversions, remove POBS, and sixteen clean-up options. Hover an option for what it does. Some have consequences; the tooltip is candid about them.

Global conversions ticks a ready-made set: global codes to project codes, or every global code removed. The preset ticks four rows; add or clear any by hand, and pick the version the receiver runs.

Download. The server converts, and a zip named after the project arrives, one file inside. Promptly. MS Project XML and P6 XML need no options at all: choose, and download. Simplicity, for once.

Excel brings its own choices: the WBS column, costs, late dates. Every activity, one row each. Download Multi, under Files, zips several files and folders at once; the originals, untouched.

That was exporting a schedule. Next in the Guide: custom reports, where you decide what a report contains.

Taken from the video’s English captions.

THE SERIESAll fifteen, in order, 28 min 41 s end to end.

  1. 1What PC.o does, in five minutesRunning time 4:32
  2. 2Registering with PC.oRunning time 1:54
  3. 3Upload a schedule and read its analysisRunning time 2:22
  4. 4Compare two schedulesRunning time 2:02
  5. 5Import Excel files: look-aheads and schedulesRunning time 1:57
  6. 6Compare two look-aheadsRunning time 1:19
  7. 7Compare one or many look-aheads with a scheduleRunning time 2:02
  8. 8The Gantt viewer: view and shareRunning time 1:44
  9. 9Create Excel look-aheads and schedules from a scheduleRunning time 1:12
  10. 10Export a schedule: Convert/CleanWatchingRunning time 1:30
  11. 11Build a custom reportRunning time 2:06
  12. 12A team plan for your groupRunning time 1:44
  13. 13Share a report, a folder, a linkRunning time 1:35
  14. 14Your account pageRunning time 1:04
  15. 15Trends and cashflowRunning time 1:38
Getting startedLook-aheads, the Gantt and filesReports and sharing Minutes, end to end: 28 min 41 s
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