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Export CSV File

  • Updated

C4 allows you to export a CSV File from your Project Task List view.  The file downloads from C4 and includes fields of information about your projects tasks which were updated in C4 or the App.  

 

The CSV file allows you to open and review the information in Excel or Google Sheets.  Or you can use the csv file to import and sync back into your external project files (e.g. MS Project or P6).

 

Click on the “Export to CSV” button at the top of the page and then select the Date Format you want the Task dates to appear in. From there, click on the Start Export button.



The Export CSV File contains fields of the task information based on the latest updates from C4 or the App by users.  Viewing this updated information from C4 will allow you to determine if you may need to adjust the project schedule, dates, assignments, etc.  

 

The fields are:

 

  • Unique ID: this is the unique task ID from your imported project file or the unique Task ID that is automatically generated by C4 or the App if you manually created the tasks.
  • Task Name: 
    • This is the name of the task from your imported file or the task name you typed in when manually creating the task in C4 or the App. Any edits to Task Name from C4 or the App will be reflected in this field in the CSV export.
  • Project Name: 
    • If you have more than one project in C4, this is the name of the specific project from which the list of tasks is created. 
  • Subcontractor: 
    • This is the name of the Subcontractor or Responsible Party that you included during the import from your project file or the Subcontractor you entered / selected when you manually created your task in C4 or the App. Any edits to Subcontractor Name from C4 or the App will be reflected in this field in the CSV export.
  • Location:
    • This is the location of the task that you included during the import from your project file or the Location you entered / selected when you manually created your task in C4 or the App. Any edits to Location from C4 or the App will be reflected in this field in the CSV export.
  • Start Date:
    • This is the scheduled Start Date of the task that you included during the import from your project file or the Start Date you entered when you manually created your task in C4 or the App. Any edits to Start Date from C4 or the App will be reflected in this field in the CSV export.
  • Due Date:
    • This is the scheduled Due Date or Finish Date of the task that you included during the import from your project file or the Due Date you entered when you manually created your task in C4 or the App. Any edits to Due Date from C4 or the App will be reflected in this field in the CSV export.
  • Current Task Status:
    • This is the most current task status as selected by a user from the App or C4.
  • Task Type:
    • This is the custom tag or Task Type you included during the import from your project file or the custom tag for Task Type that you entered / selected when you manually created your task in C4 or the App. Any edits to Task Type from C4 or the App will be reflected in this field in the CSV export.
  • Last Updated (date):
    • This is the latest date/timestamp of any updates by a user from the App or C4.
  • Last Updated by User:
    • This is the name of the user who most recently made an update to the task from the App or C4.
  • Task Done (date):
    • This is the latest date/timestamp from when a user marked the Task Status as Done from the App or C4.
  • Task Done by User:
    • This is the name of the user who most recently updated the Task Status to Done from the App or C4.
  • Task Verified (date):
    • This is the latest date/timestamp from when a user marked the Task Status as Verified from the App or C4.
  • Task Verified by User:
    • This is the name of the user who most recently updated the Task Status to Verified from the App or C4.
  • Task Approved (date):
    • This is the latest date/timestamp from when a user marked the Task Status as Approved from the App or C4.
  • Task Approved by User:
    • This is the name of the user who most recently updated the Task Status to Approved from the App or C4.
  • Task Completion Amount:
    • This is the value that the user entered into the Completion Amount field to indicate how much of that task was completed.
  • Task Completion Unit:
    • This is the unit for Task Completion that was set during task creation or updated later on. 
  • Task Completion Target:
    • This is the value that was entered during task creation or updated later on to indicate what the target or goal was to consider the task completed or done. By default, if % is chosen as the Completion Unit, then 100% is the Task Completion Target. All Task Completion Units (LF, SF, CY, EA) require the Admin user to have provided a specific target amount (e.g. 200 LF or 50 CY etc).
  • Actual Start Date:
    • This is the value that an admin user can manually enter into the task details for when the task work actually started. This field can be viewed in the CSV File and used to help adjust the project schedule as necessary (e.g. in the case of later Actual Start Dates vs Scheduled Start Dates).
  • Task Actual Finish:
    • This is the value that an admin user can manually enter into the task details for when the task work actually finished. This field can be viewed in the CSV File and used to help adjust the project schedule as necessary (e.g. in the case of later Actual Finished Dates vs Scheduled Due/Finished Dates)

 

Export CSV Files can be run as frequently as you wish.  In addition, when you are viewing your Active Tasks in the Task List view AND using certain Filters to view only certain tasks which match the filter(s), you can run the Export CSV file to contain the snapshot of your Filtered Task List view.  The Export CSV File is intended to help you review the data collected from the App or C4 and help you adjust your project schedule as needed.

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