Exporting Collaboration Content | LP Classic Support

This article applies to LiquidPlanner Classic. To view the documentation for Portfolio Manager (formerly LiquidPlanner New), visit the Portfolio Manager Help Center.

Plan collaboration content – comments, checklist items, notes, documents, links – can be exported into a zip file.

This export will capture the content for all of the items within the specific plan item that you have selected in the project plan when you initiate the export. The export is also filter-aware. If you’re exporting for archiving purposes, don’t forget to include done items.

To export, go to the Projects tab > click on the Edit Menu (pencil icon) > choose Export Text & Files:

The zip file will download to your computer in two separate items:

Files: File folder containing files (images, documents, etc) uploaded to items included in the export.
Index: HTML file containing comments, checklist items, notes, attached files, links, descriptions, dependencies, and more.

Zip File - Exporting Collaboration Content

Project plan data can be exported separately as a .CSV file from the Edit Menu > Export Tasks to File.