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Exporting Tickets from Touchplan into P6
Exporting Tickets from Touchplan into P6

Save time with the Ticket Export feature to export tickets into P6

Sarah Cusack avatar
Written by Sarah Cusack
Updated over 4 months ago

Export tickets from Touchplan back into P6 in a P6 format to synchronize schedules between the two software platforms.

Recommendation: For a cleaner export to P6, we recommend ensuring master schedule tickets in Touchplan are connected with logic ties. Users can manually add logic ties by following the steps here OR they can import the activities with logic ties included from the start (import steps can be found here)

Step 2: Export tickets from Touchplan in a P6 Excel file:

  1. Click on the three-dot button at the top of the Phase Plan List

  2. Select Export Tickets

  3. Choose the P6 Primavera Excel Export Format from the drop-down list

  4. Click Choose Template to upload a blank Schedule Template from your computer files

  5. Set the filters to the desired start/end date, phase plan, location, role, and external linkage

  6. Select Run Report

  7. Click Download

Note: TASK and USERDATA tabs are required for the Ticket Export P6 template. These sections are output automatically by P6.

Note: any Touchplan tickets that share an External Schedule ID with a ticket in P6 will replace the P6 ticket when the schedule is imported into P6.

To learn more about how to use the Ticket Export feature visit the Ticket Export Solution Note.

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