Export Data via the Clipboard

Use your Windows clipboard to exchange data types (such as activity templates) from various Tilos Explorer lists with other programs so that you have consistent data between the two. You can export to the clipboard and then paste the data from the clipboard into programs like Microsoft® (MS) Excel for further use, editing, and reimport.

Using existing Tilos data from your project data and libraries enables you to add equivalent data types to Activities in other programs before importing those projects into Tilos. Exporting and importing using your clipboard makes this exchange quick and easy. Data can be used to create formulas and macros, amend a project schedule, or edit library entries, such as assigning activity templates to MS Project Activities.

Exporting using the clipboard is not a substitute for native exporters or a subset of their functionality; you would have to copy and paste exactly the same data that is in, for example, MS Project or Primavera. Instead, the intent is to transfer information from your Tilos project data or library list views to make it available for use as types of predefined data in MS Excel for those other programs. Whether the data is project data or library data, the purpose of exporting via the clipboard is the same; it is to make Tilos project data types (not specific data) available elsewhere.

Note:  You cannot delete items via the clipboard. You can, however, change the data of existing items and re-import them into Tilos.

Note:  Many graphic objects and data, such as images, symbols, vector lines, and vector line endings, are exportable via the clipboard, but they cannot be imported.

Data from sections that can be exported via the clipboard

• Project Data > Distance Axis Definitions > Equations

• Project Data > Distance Axis Definitions > Equations > Equation Properties

• Project Data > Distance Axis Definitions > Distance Grids > Distance Grid Properties

• Project Data > Distance Axis Definitions > Mass Areas

• Project Data > Distance Axis Definitions> Mass Haulages

• Project Data > Time Axis Definitions > Time Grids > Time Grid Properties

• Project Data > Graphic Libraries > Layers

• Project Data > Categories

• Library > Activity Libraries > Activity Templates

• Library > Activity Libraries > Activity Groups

• Library > Resources and Accounts > Resources

• Library > Resources and Accounts > Accounts

• Library > Resources and Accounts > Delivery Centres

• Library > Graphic Libraries > Vector Lines

• Library > Graphic Libraries > Vector Line Endings

• Library > Graphic Libraries > Fill Patterns

• Library > Graphic Libraries > Symbols

• Library > Graphic Libraries > Graphics

• Library > Other Libraries > Currencies

• Library > Other Libraries > Units

• Library > Other Libraries > Link Categories

• Library > Other Libraries > Sector Types

• Library > Other Libraries > Color Codes

• Library > Other Libraries > Users

• Library > Other Libraries > Mass Types

• Library > Other Libraries > Haulage Types

Configure a list view

Use these steps to set up what is visible in a list view.

1. Right-click a column header and select Setup.

2. Click < until all of the fields have been removed.

3. Click >> to re-add all fields.

4. Click OK.

5. To copy just the currently visible list fields to the clipboard, simply by right-clicking a table's column header and selecting Copy Data to Clipboard.

Export from a list view to the clipboard

1. With one of the Tilos Explorer > Project Data or Library lists open, click the Export to Clipboard button.

2. In the Fields for Clipboard Import/Export dialog, check/uncheck boxes for all of the fields you want to include/exclude in the export.

Note:  If the Fields for Clipboard Import/Export dialog does not appear, all available fields in the list are exported.

Note:  The Read-only values can be exported, but will not re-import.

3. To rearrange the order of the exported columns, change any of the non-Read-only Column Numbers or Column Letters. These are helpful if you want to export to Excel to edit data there. You can also use the up and down arrows to change column order.

4.  To see what is ready for export, check the Hide unselected rows box. Also, review the Clipboard preview at the bottom of the pane to see the order and fields that will be exported.

5. Click OK.

6. Paste from the clipboard into MS Excel or a similar tabular program.

Tip:  If this copy/paste does not work as expected, make sure that nothing is selected in Excel by pressing Escape in that program.