Downloading Planning Views as Images

Download Canvas, current or saved Grid and Gantt views, or project Time Views to an image file for embedding into other applications.

The image file includes the entire view, including portions of the view that you may have to scroll to when viewing within Innovation Planning. However, there is a limit to the image size you can download based on browser type and environmental conditions such as browser version and graphics capability. If the image you download is cropped and does not include the entire view, try creating the view with different parameters. For example, in a Gantt view, shorten the timeline and filter the vertical axis.

The image to be downloaded will be based on the displayed view, so ensure all required components, such as relationship lines or legends, are visible. To include full element names and descriptions or an element's image within a downloaded image, view and pin the associated popup in the view before downloading the image.

Use image editing software to re-size images after the download is complete.

To download a planning view as an image:

1. From the Planning menu, select Planning Board.

2. Display the planning view you want to download.

To download an image of a specific element and its relationships, select the element to highlight it before downloading the image.

3. Click in the upper right corner of the page to open the Download Image dialog.
4. From the Size drop-down, select the size or ratio at which the view elements and images download.

Selecting a percentage will download the entire view at the selected percentage value.

Selecting a ratio, such as 3:2, places a dotted outline box in the preview panel. The box defines the image content to be downloaded, and can moved or resized based on the selected ratio to highlight different areas of the view.

If a ratio is selected, use the Preview slider selection to zoom in or out of the view when selecting the area to be downloaded.

5. (Optional) Use the following options to modify the view:

Note:  The options available are dependent on the type of planning view being downloaded.

• In the Select Rows and/or Select Columns drop-down lists, select specific elements to be included in the view.
• Adjust the view's Start Date and/or End Date values to change the time period to be included in the view.

Adjustments to the start and end date values are applied to the downloaded image only, and are not saved to the original view.

• Select the Show Legends check box to include the view's legends in the downloaded image.

Although the legends will not appear in the Preview panel, the downloaded image will include all legends that are currently selected to be included in the view's settings.

If the view does not include displayed legends, or a ratio has been selected for the download size, this check box is disabled.

6. If changes were applied in step 5, click Refresh Preview in the display panel to apply the changes to the current preview.
7. Click Done to download the image.

By default, the image downloads automatically to a temporary Internet files directory. Saved Grid and Gantt views are named viewname.png. Views that are not saved, such as the current Canvas view, are saved as viewtype.png. For example, Canvas.png.

Once the download is completed, the file can be renamed as necessary, and can be saved to a more accessible location.

Notes:    To download an individual project's Gantt timeline, hover over the element and click to view the project's Time View, then click from within the dialog. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.