Summary
The Export functions lets you export a CSV file of the project information displayed on your Project Dashboard.
Who can use this feature
🏘️ Available by request on all Team and Enterprise plans.
👷♂️ Only Account Admins can access it.
What's included in this article
Exporting entire library vs specific projects
What information is included in the report
The CSV will capture the following information (dependant on the features switched on for your account):
Project name
Project status
Project reference
When the project was last updated
Whom it was last updated by
When the project was created
Whom it was created by
Whether the project was created as a duplicate
Version number
The CSV will include all projects in the division your are exporting from (unless you do a specific search as outlined below).
Depedning on your features, your export might also include:
Approval status
Review due date
Assigned reviewer
Whether the risk assessments in the project are up-to-date
What's included depends on the features in your plan.
Exporting entire library vs specific projects
You have two options for which information to export
Exporting all projects in a division
Only projects displayed in your search results
Exporting all projects in a division
Go to your Project Dashboard, then click the button above your most recent project labelled 'Export'.
This will start exporting the information for all the projects created in that division.
You can continue working on HandsHQ whilst the CSV is being generated. When the export is ready, you will receive an email on the address attached to your log-in details.
Click on the email link, and you will be redirected to your HandsHQ account (if you have logged out, you will need to log back in), and the download should begin automatically.
Exporting specific projects based on your search results
You may want a CSV for projects relating to specific types of work or clients.
So in these circumstances, use HandsHQ's search function to narrow down the relevant projects before clicking the option to export.
You can search by:
Project name
Refrence number
Client name
For example, we can look only for projects that reference 'electrical'.
When the search results have been generated, follow the same process outlined above for exporting the CSV and receiving the link to the file via email.
If you do not have the Project Export feature enabled, but would like to make use of it, please get in touch with your customer success manager or email us at help@handshq.com