Exports from Planning to PDF and image files | Community
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Michael Landauer
Level 2
June 18, 2026
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Exports from Planning to PDF and image files

  • June 18, 2026
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Planning has all these great ways to customize views, but no way to capture those views to showcase in reports. For example, you can create a great timeline view and customize what is visible, but you have to use a screenshot tool to get that image in the hands of stakeholders. 

 

One tool that does this really well is Lucid. When you go to expert a chart, it gives you the option right there to crop it and choose exactly what to include. 

 

Even with tables, it would be helpful to capture the view for use in a PowerPoint without using copy and paste and having things go wonky on the paste part.