Question
How can I export my project content (Plans, Photos, Files, Forms, and Tasks) upon completion? We'd like to provide the exported project content to our client.
Answer
You can export project data by using our built-in tools to download all the plans, photos, and files. You can export forms on a business plan. Tasks can also be exported via a CSV report.
Requirements:
- The project in question will need to be covered under a Pro plan or above
- In order to export data in batches, a user will need to be set to the Project Admin permission tier. (For more information about project permission levels, check out this article: Introduction to Project Permission Levels: Administrators, Members, and Followers).
Note: You are not currently able to export 3D models from Fieldwire.
Exported files will be sent via email as a downloadable link. Once you download the project content, you'll have individual plan, photo, form, and files folders stored on your computer; you'll also have a CSV file of all of your tasks. You can then add these folders to a centralized project folder on your computer.
We recommend using 7-Zip to unzip any exports.
How to Export Project content:
1. Start by exporting all of your plans from the 'Plans' tab.
Tip: You can select every plan in the project by selecting the 'All Plans' folder.
Note: There is a limit of exporting 1000 plan sheets at a time. If you try to export more than 1000 plan sheets, you'll receive the following email notification:
When you export plans, you will be asked what layers you'd like the plan to include. This selection now includes the option to include task pins on your plan exports! Be sure to check all of the contingent boxes that you would like to include on your plan exports. Notice that Private markups are not automatically selected.
Please note: The table below shows you which hyperlinks are on a plan export and which ones are not -
|
Automatic hyperlink |
Manual plan hyperlink | File hyperlink | Task hyperlink | Specification hyperlink | Photo hyperlink | Form hyperlink | RFI hyperlink | Markups, symbols, texts & measurements |
|---|---|---|---|---|---|---|---|---|
| PDF Detailed and Summary plans (full size or not) (on Task Reports) | Not visible | Visible but non clickable | Visible but non clickable | Visible but non clickable | Not visible | Visible but non clickable | Not visible | Not visible |
| Exported plans | Not visible | Visible but non clickable | Visible & clickable | Visible but non clickable | Visible & clickable | Visible & clickable | Visible & clickable | Visible & clickable |
You'll then be sent an email with a link to download the plans. Select the link to download a .Zip file of the selected plans:
Note: "Live" links (hyperlinks) in plan exports remain active when they are exported from Fieldwire. You'll need to ensure that you open that content in Acrobat Reader in order to access the content in the link.
2. Continue to export the contingent photos, forms (if on a Business plan), and files.
Photos:
You can export up to 2,000 photos at a time.
Forms:
You can export up to 250 forms at a time (5,000 every 10 minutes).
Note: When exporting forms, you will have the option to export them in a PDF or CSV format. If you select the PDF format, then it will export each form individually as a PDF. In contrast, a CSV format will be a single CSV containing all the information from the forms.
Files:
3. To export your tasks, you can either navigate to the 'Tasks' tab and select 'Generate Reports' on an individual project, or you can export your tasks on the account level for multiple projects (more information here: Q&A: Can I generate a report that contains tasks from multiple projects?).
Choose to generate a .CSV report with all project tasks:
Make sure that the report type is .CSV, and all attributes are set to "All". If you wish to include previously deleted content, check that box as well.
Note: You are limited to exporting 4,000 tasks per PDF Detailed or PDF Summary report. With the CSV report option, you can export up to 25,000 tasks at a time (both on the project level, and on the account level).
4. The Plan, Photo, Form, and File exports, along with the Task Report, will be sent to your email. You'll select the link to begin to download a .zip file of the content:
Note: The project content will be sent as a .zip file. Most devices will automatically unzip the folders, but this is something that you might have to manually complete.
Refer to the contingent links for information on how to 'unzip' a file:
5. Once unzipped, the plans, photos, forms, and files will be saved as unique folders. The .CSV task report will be saved as a .CSV file. You can rename the folders based on what information they contain and move them to a new folder you created for the project:
You should now have a copy of the project content for distribution outside of Fieldwire.