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How can I Export and import operations in Plan-IT Workshop?

When you create a new establishment in Plan-IT, it can take a lot of time to add all operations. When you want to add the same operations in the new establichment as there are in an existing establishment, you can save much time by copying the operations of the existing establishment to the new establishment. This can be done with exporting-importing.

  1. In the bottom of the Plan-IT window, select the establishment from which you want to copy the operations.

  1. Then click in the menubar on the option File.
  2. Select the option Operation.
  3. Press the key combination Ctrl + E (export). An information window appears with the message that the operations are exported:

The operations are stored in a file with the name bewerkingen.csv.

  1. Now, in the bottom of the Plan-IT window, select the establishment to where you want to copy the exported operations.
  2. In the menubar, click on the option File and select the option Operations.
  3. Press the key combination Ctrl + I (import).

Another window appears informing that the operations that are stored in the file bewerkingen.csv are being imported. You might only see the window flashing by for just a very short time, because when there are only several operations (less than 50) the import will be very fast.

After this the operations are imported and you can select them in work orders.

Pay attention when importing operations to existing establishments. When you import operations with the same name as existing operations, Plan-IT will overwrite these. The color and operation time will then also be overwritten with what's in the file bewerkingen.csv!

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