How to Export a Procurement Schedule

Last updated September 26, 2023
Written by Princess Luzadas

You can export an inventory list of packages from a procurement schedule into an Excel file.

To export a procurement schedule:

  1. Click Actions at the top right corner.
  2. Select your preference on the three options provided to export the data.
    • Export current view to CSV - Exports the data based on the columns or fields that are visible when filtered
    • Export all data to CSV - Exports all the data including the hidden columns or fields
    • Export Audit Log - Exports activity for each package in the schedule
  3. A CSV file will be downloaded automatically.

Unlinked RFQs are not included when exporting data.

Refer to How to Import a Procurement Schedule to import CSV.
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