How to Export Plant & Equipment

Overview

Export Simpro Premium data into a CSV or text file to manage and analyse data from different areas of your business. Learn more in How to Import Plant and Equipment.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Export Plant and Equipment

Before performing the steps detailed below, ensure that this part of your build is set up correctly. The relevant steps to set up the features and workflows detailed in this article can be found here:

Set Up Plant and Equipment

A screenshot of the Plant & Equipment export.

Go to Export > Plant & Equipment to export plant items according to specific Plant Type(s), or alternatively, click Select All to export all existing plant items. Learn more in How to Create Plant Items.