How can I export my data ?

Increase your data analysis capacity in Finalcad One by exporting all project-related elements of your organization into Excel.

The feature of exporting main information of items recorded at the level of the organization or workspace allows you to gather data from multiple ongoing projects into a single place, providing a global view of project progress and better project management.

To export the file:

  1. Go to your Organisation Settings
  2. Reach the desired level of the organization (Organization or Workspace)
  3. From the "Information" tab, click <Export> and retrieve the *.xlsx file.

By exporting data into an Excel file, you can easily analyze and synthesize the data. This can be helpful in creating graphs, diagrams, and dashboards that provide an overview of ongoing projects. This data can be used to make strategic decisions in project management or to provide clients with an overview of the project.

In summary, this data export feature allows for better project management by gathering information into a single location and facilitating analysis and synthesis. This can be useful in making strategic decisions and providing clients with clear information about project progress.

The following information is provided for each element in the file:

  • Number
  • Name of the project containing the element
  • Priority
  • Status
  • Category
  • Model
  • Description
  • Deadline
  • Creation date
  • Assigned company
  • Phase
  • Workspace in which was created the project (if relevant)
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