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Project Schedule Export

How to export a project schedule

Updated over 3 weeks ago

Edition: Enterprise

User-level: Project Manager, Director, Assistant Administrator and System Administrator

Previous steps: Project planning

Set up the project schedule:

  • Add relevant phases, stages, tasks and to-dos.

  • Adjust resources and resourcing hours.

  • Adjust timeframes by upading start and end dates.


  1. Open a project from the 'Project' screen.

  2. Click on the 'Project Main Menu' and go to Plan > Schedule.

  3. Click on the 'Export your schedule' button.

  4. Select preferred export options the click 'Export.'

  5. This will appear on the download bar within the browser or on your local downloads folder.

Conclusion – Export Synergy schedules to either PDF or a Microsoft Project file to help you with your project management needs.


Tips!

Ensure the project has been setup correctly to include all the required information either using the Work Breakdown or the Schedule.


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