Export a Plan

You export a plan after generating and/or editing it so that you can import it into an external budgeting application or you can re-import it as a top-down budget for solicitation.

You can export a plan either by creating and running a Job Scheduler task, as described in this section, or by clicking the Export button on the Worksheet. When you export plan data directly from the Worksheet, you cannot specify for which versions and locations to export the data.

For information on:

Note: Exported plan data includes data for both leaf and non-leaf locations and time periods. If you want to re-import the exported data to use in the solicitation process, you need to remove the data for non-leaf locations and time periods. See Importing a plan.