Adding Export Functionality in the Project Plan Table
You can add Export List to XLSX and Export List to PDF actions to action models for these actions to be available on the Plan table in Windchill ProjectLink.
1. Make a backup copy of the ProjectManagement-actionmodels.xml file from <Windchill>\codebase\config\actions
2. Open the ProjectManagement-actionmodels.xml file from <Windchill>\codebase\config\actions
3. Add the actions to the end of the plan view toolbar actions section:
<model name="plan view toolbar actions">
<action name="list_cut" type="plan" shortcut="true" />
<action name="ppPaste" type="plan" shortcut="true" />
<action name="pplist_delete" type="plan" />
<action name="edit_multi_assignments" type="resourceAssignment" />
<action name="edit_multiple_activities" type="planActivity" />
<action name="outdent" type="plan" shortcut="true" />
<action name="indent" type="plan" shortcut="true" />
<action name="add_to_timeline" type="plan" />
<action name="create_activity" type="planActivity" shortcut="true" />
<action name="explode" type="folder" />
<action name="implode" type="folder" />
<action name="import_msp_plan" type="plan" />
<action name="edit_plan_in_msp" type="plan" />
<action name="export_plan" type="plan" />
<action name="view_gantt_Explorer" type="plan" />
<action name="create_multiple_activities" type="plan" />
<action name="start_plan" type="plan" />
<action name="suspend_plan" type="plan" />
<action name="resume_plan" type="plan" />
<action name="complete_plan" type="plan" />
<action name="exportTablePDF" type="object" />
<action name="exportTableXLS" type="object" />
</model>
<action name="list_cut" type="plan" shortcut="true" />
<action name="ppPaste" type="plan" shortcut="true" />
<action name="pplist_delete" type="plan" />
<action name="edit_multi_assignments" type="resourceAssignment" />
<action name="edit_multiple_activities" type="planActivity" />
<action name="outdent" type="plan" shortcut="true" />
<action name="indent" type="plan" shortcut="true" />
<action name="add_to_timeline" type="plan" />
<action name="create_activity" type="planActivity" shortcut="true" />
<action name="explode" type="folder" />
<action name="implode" type="folder" />
<action name="import_msp_plan" type="plan" />
<action name="edit_plan_in_msp" type="plan" />
<action name="export_plan" type="plan" />
<action name="view_gantt_Explorer" type="plan" />
<action name="create_multiple_activities" type="plan" />
<action name="start_plan" type="plan" />
<action name="suspend_plan" type="plan" />
<action name="resume_plan" type="plan" />
<action name="complete_plan" type="plan" />
<action name="exportTablePDF" type="object" />
<action name="exportTableXLS" type="object" />
</model>
4. Save the file.
5. Restart the Method Server.
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You can also add these additional actions:
• Export List to Text
• Export List to CSV
• Export List to XLSX
• Export List to XML
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