Export Customized Configuration Data from Primavera Cloud

You can export customized data sets by specifying which objects you want to export. Customized data sets do not export workspaces or CBSs. If you want to export workspaces or CBSs, you must select all data.

Note: If you are using the Safari browser, before you download, you should first access your browser preferences and deselect the option to open safe files after downloading.

To export customized data:

1. In the object selector, select  Workspace, and then select View Workspaces List.
2. In the table, select a workspace row, select the  Context menu, and then select Export Configuration Data.
3. In the Export Configuration Data dialog box:
   1. Select the objects you want to export, and select Next.

      Note: When selecting specific forms or workflow configurations, the objects directly associated with the form or configuration are also exported.

   2. Review the summary and log of exported objects, and select Download.

      Data is saved in a zip file named ConfigData.zip by default and can be renamed.