Export the Information Planner

You can export the Information Planner to an Excel file so that it can be altered by individuals outside of Viewpoint For Projects™.

  1. In the navigation tree, select the BIM container for the model to display the BIM homepage.
  2. Select the Information Planner tab.
  3. Click Export .
    Viewpoint For Projects™ creates the Excel file in your Downloads folder.
The Excel file contains an Overview tab that displays the high-level, summary information from the Planner, as well as separate tabs for the role, stage, and deliverable details.