# Printing and exporting

Print any schedule view or save it as a PDF, choose paper size and date range, and export the Gantt schedule to Excel.

Language: en
Canonical: https://support.sitedrive.com/en/kb/printing-and-exporting

You can print any schedule view or save it as a PDF, for example to pin a lookahead on the site office wall or attach it to meeting minutes. From Gantt views you can also export the schedule to an Excel file for reporting or further analysis.

## Before you start

-   Anyone who can open a view can print it and export it.
-   The printout shows the view as you have set it up: filters, expanded rows, colouring (status or teams) and columns. Set up the view first, then print.
-   Use Chrome or Edge for the most reliable PDF output.

## Print or save as PDF

1.  Open the view you want to print.
2.  Set it up: filters, focus view, colouring and expanded rows.
3.  Select **Print** (printer icon) in the toolbar. A print page opens with a preview and the **Print setup** panel.
4.  Choose the paper **Size**, for example A4 or A3. All pages are landscape. **Automatic (all on one page)** fits everything on one page, and you can adjust the **Horizontal scale** with a slider.
5.  Set the **Date range** with the slider or the **Start** and **End** dates. Select **Fit to visible interval** to use the dates currently visible in the view.
6.  In Gantt, use **Row range** to choose which rows to print. In Takt and Line of balance, use **Location range** instead.
7.  Choose the extra options you want (see the table below).
8.  Check the preview. You can change the preview zoom to see details.
9.  Select **Print**. Your browser's print dialog opens.
10.  To create a PDF, choose **Save as PDF** as the destination and save.

To leave without printing, close the print page without selecting **Print**.

### Print options

Option

What it does

**Repeat table headers** (Gantt) / **Repeat calendar headers** (Takt, Line of balance)

Repeats the headers on every page, so each page can be read on its own.

**Show calendar header also on bottom**

Adds the dates at the bottom of each page too. Handy for tall printouts on the wall.

**Show current date line**

Draws today's date on the printout.

**Deadlines shown**

Choose whether **Internal** and **Contract** deadlines appear.

### Printing Takt and Line of balance

Takt and Line of balance printouts also let you choose how many **Pages** to spread the schedule across, and the direction in which the pages flow. Line of balance adds a **Label size** option.

![Print setup for a Takt view with the Pages setting](https://support.sitedrive.com/media/help/guide/printing-and-exporting/01-print-dialog-takt.webp)

_Choose the paper size and what to show. The preview updates as you go._

## Export to Excel

1.  Open a [Gantt](https://support.sitedrive.com/en/kb/gantt) or Grouped Gantt view.
2.  Set up the view: the export follows the current filters and hierarchy.
3.  Select **Import / Export** in the toolbar.
4.  Select **Export**. Sitedrive prepares the file and downloads it.

![Import / Export menu in the Gantt toolbar](https://support.sitedrive.com/media/help/guide/printing-and-exporting/03-import-export-menu.webp)

The file is an Excel workbook (.xlsx) named after the project with the date and time. It has one sheet, "Schedule", with a row for each Gantt row. Columns include:

-   **Hierarchy** (the row's level), **Work package**, **Area hierarchy**, **Area** and **Location Breakdown**
-   **Owner**, **Work section**, **Notes** and **Color**
-   **Start date**, **End date**, **Duration (days)**, **Duration (hours)** and **Work amount**, plus workload and quantity columns
-   **Team**, **Assignees**, **Internal deadline**, **Contract deadline** and **Predecessors**
-   **Status** and **Status comment**
-   all your custom fields (Yes/No fields show as Yes or No)

Baseline start, end and baselined columns are included too.

The same menu has **Import**, which users with Schedule or Site rights can use to bring work packages into the Gantt view. See [Creating a schedule](https://support.sitedrive.com/en/kb/creating-a-schedule) for other ways to bring in an existing plan.

## Good to know

-   When focus view is on, the print date range follows the focus window: "Focus view is on, so the interval follows its window." Switch focus view off if you need a different range.
-   Printing always uses landscape pages. Physical printer drivers may rescale the page; saving as PDF first gives the most predictable result.
-   If a baseline is shown in the view, the printout header names it.
-   You can't export to Excel from Takt or Line of balance. Switch to a Gantt or Grouped Gantt view.
-   If the export fails, you see "Failed to export schedule. Please try again."

## Related

-   [Gantt](https://support.sitedrive.com/en/kb/gantt)
-   [Filter, highlight and focus](https://support.sitedrive.com/en/kb/filter-highlight-and-focus)
-   [Recipe: running a site meeting](https://support.sitedrive.com/en/kb/site-meetings)
-   [Schedule settings](https://support.sitedrive.com/en/kb/schedule-settings)
