ProjectWise Deliverables Management Portal Help

Generating and Exporting Reports for Outgoing or Incoming Items

You can export information about outgoing or incoming items to a Microsoft Excel spreadsheet file (XLSX). You can also run a search for outgoing or incoming items, and then export the results of that search.

The export will always include all items (including archived items) in the selected folder, regardless of the filter that is currently applied to the folder.

Note: You cannot export the list of items in the Drafts folder.
  1. Expand the Deliverables Management node under your associated work area.
  2. Select the folder containing the list of items you want to export.

    This can be the main Outgoing or Incoming folder or any of their subfolders (including the Search Results folder if you have just run a search).

  3. Right-click the folder and select Export.
  4. When prompted, save the XLSX file to a local folder.

The name of the XLSX file is the name of the ProjectWise project with either "_Outgoing" or "_Incoming" appended to the name, depending on which folder you are exporting the report from. For example, "New Building_Outgoing.xlsx".

Parent topic: Using the ProjectWise Deliverables Management connector for ProjectWise Explorer
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