BigTemplate (export and import)

BigTemplate (export and import)

About BigTemplate

Don't be limited by a pre-defined export document style offered in Jira. Install BigTemplate and enjoy saving unlimited custom templates tailored to your needs.

BigTemplate has been designed to empower you to:

  • Export all management data from BigPicture and BigGantt to preferred file formats (.xlsx, .odt, .csv, .mpp, .mpx, .pdf).

  • Export Jira issue content to MS Word, MS Excel, or PDF.

  • Import management data from the MS Project or MS Excel file to BigPicture.

  • Create export templates for your Jira issues and all management data from BigPicture.

Export

The export function is a feature that lets you export the data visible on a given BigPicture module to a file for further work with that data. Different modules support export to various formats. PDF export is not clickable; the file contains only the screenshot(s).

Export availability in modules

The table presents a list of modules where you can use the export feature.

Module

Description

Module

Description

Overview module

You can export data from the Overview module while in the Hierarchy, Timeline, or Kanban board view.

Gantt module

The Gantt module supports the following export formats: PDF, XLSX, CSV, MPP, MPX, and XML.

Scope module

In the Scope module, it is possible to export the data displayed in the columns corresponding to the selected Column View to a CSV or XLSX file.

The current view of the Scope module can be exported to a PDF file.

Board module

In the Board module, the data displayed on the cards corresponding to the selected card view can be exported to an XLSX file.

  • The assignment template includes an additional tab with a breakdown of the teams.

  • The dependencies template includes additional tabs with the number of incoming and outgoing dependencies.

The current view of the Board module can be exported to a PDF file.

It is NOT recommended to exceed 600 cards while exporting data to a PDF file. Doing so can lead to problems with generating the correct PDF and opening the file.

Objectives module

On the Objectives module, it is possible to export the data to an XLSX file. The current view of the Objectives module can be exported to a PDF file.

Resources module

In the Resources module, it is possible to export data to an XLSX file, the contents of which will reflect the corresponding settings on the Resources module:

  • Selected Effort Mode (values in the Workload, Remaining Capacity, and Capacity tabs)

  • Selected Time Unit (hours, man-days, percent, story points)

  • Selected Date Range

  • Selected Time Aggregation (daily, weekly, monthly)

  • Individual or Team breakdown

  • With the Skill panel enabled or disabled (in separate tabs)

The current view of the Resouces module can be exported to a PDF file.

In the new view of the Resources module, exporting resources to an MS Excel Basic Template (XLSX) file is unavailable when data is grouped or the Projects or Skills swimlane is selected.

Risks module

In the Risks module, it is possible to export data to an XLSX file based on the Table view.

The Matrix view of the Risks module can be exported to an image (PDF). 

Calendar module

The current view of the Calendar module can be exported to a PDF file.

Export Jira issues

Open your Jira issue and choose a template you want to export. The exported file is ready to distribute, print, or send.

The video presents how to find a template you want to export.

Beautiful templates

There is no need to create a document from scratch because we have done it for you. You can freely modify templates designed with the best User Experience in mind and make them visible on the Jira issue page or the Gantt module.

Screenshot of the Templates tab in the BigTemplate widget.

Customize

Edit our default templates or create your own from scratch. BigTemplate allows you to save an unlimited number of custom templates.

BigTemplate widget

To learn more about the BigTemplate widget, see the BigTemplate widget page.

 

Need support? Create a request with our support team.

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