Export Project Files

Export the selected project files, documents, drawings, photos, or forms to a .zip file, which you can then download.

  1. From the home page, under Projects, select the name of the project you want to open.
    Alternatively, go to the main menu in the upper left-hand corner, select Projects, and then select the name of the project you want to open.
    The Dashboard for the project appears.
  2. From the upper right-hand corner of the page, select the settings icon , then select Project Settings.
  3. Select the Closeout tab, then select Export.
  4. From the Export Project Files window, enter the project information that you want to include in the downloadable .zip file.
    • File Name: Enter the name for the .zip file.
    • Items to Include: Select the work items you want to include in the .zip file. All file attachments in the selected work item types will be included. You can choose one or all of the following: Submittals, RFIs, Issues, Daily Logs, Documents, Drawings, Photos, Forms.
    • Comments and History: Choose to include the comments and/or history associated with each of the selected work items. When item history is selected, the full history of edits, status changes, and views for the selected work items will be included.
    • Additional Options: Include open items. Choose to include any open work items in the .zip file. Closed items are included by default.
  5. Select Generate Zip. Depending on the number and size of project files, generating the export package could take several minutes.

    Once the download is complete, the .zip file is created and displays in the Exported Projects section of the page.

    You also receive an email notification telling you that your export package is ready to download.

  6. To download the exported file, select the download button for the .zip file you generated.

    View the file in the Downloads folder on your computer.

If you want to delete the exported file, select the More button for the corresponding file, and then select Delete.
Note: You can download an exported project for up to 30 days. After that, the file will no longer be available. If a file link has expired, you can export the project again.