In v5 I used to be able to export via Work Items, but that's gone now.
In v6 how can I backup all my projects/data?
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Hi Norm,
You can export in V6 by going to your project, projects module, tasks module, even cases and customer modules, and clocking the export button. This is most often found in the utilities sub menu. You can then choose to download or be emailed the file.
Thanks, but I tried that. I go to Projects - Portfolio View, click Utilities, click Export then Download. I get a spreadsheet with what I see on the screen (high level summary columns) but no project tasks/details underneath each project. How can I get everything?
Hmm, I'm not seeing a way to do that in V6 at the moment. Let me talk to our product team to see if I'm missing something.
It looks like this feature was left out of the upgrade, but our Product team will be adding it back in a future update (no ETA yet).
Josh, is there any update on this? We are looking to use Clarizen as a project solution at this is definitely one of the major cons on our list.
Good news Aragon, this feature is indeed now available in V6. All you need to do is go to Work Items or the Projects module, select multiple projects and then go to Utilities >> Export >> Download Excel Work Plan (or Email Excel Work Plan).
Are there any other major cons on your list?