Backup and Restore Projects

Backup Projects

Note: Only available to a PlanogramBuilder Administrator

PlanogramBuilder lets you create a local backup of your projects. The backup includes all projects from all users in your company.

To back up your planogram projects, follow these steps:

  1. Click on the Manage button. It will open a dialog with a list of your projects. (See Project List.)

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  1. Click on the Backup button. This opens a file save dialog.

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  1. Choose a local folder, optionally change the suggested file name and the Excel file format.
  2. Click Save to create the backup Excel file.

Tip: Before backing up projects, make sure to display the projects of all users in your project list. To do so, enable Share Projects for administrators (see Share All Projects).

Restore Projects

Note: Only available to a PlanogramBuilder Administrator

PlanogramBuilder lets you restore projects from an existing local backup. The process restores all the projects listed in the input file.

To restore your planogram projects, follow these steps:

  1. Click on the Manage button. It will open a dialog with a list of your projects. (See Project List.)

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  1. Click on the Restore button. This opens a file open dialog.

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  1. Choose the folder and the Excel file corresponding to the projects to restore.
  2. Click Open to restore the projects.

What happens exactly when you restore projects

Editing the Excel input file

The restore command must always use as a base an input file created by the backup command, but you can edit the Excel input file to update some project information and to remove any project that you don’t want to restore. To do such, open the input file in your Spreadsheet application and optionally do the following:

Important Tip: Before Restore Projects, make sure to create a backup so you can revert in case something goes wrong.

Tip: Before Restore Projects, make sure to display the projects of all users in your project list. To do so, enable Share Projects for administrators (see Share All Projects).




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