Backing up and exporting projects
Save a copy of a project on your local computer or network outside of the Projects app.
How it works
You can backup and export a project to share your project results with other team members, external auditors, and regulators. The contents of the project are exported as a set of individual files compressed in an archive file (.zip). The maximum total file size for the export is 90 GB.
You cannot undo individual item deletions in Diligent One. All delete actions require a confirmation, and once the delete is confirmed, the item is no longer available. The simplest way to recover a deleted item is to recreate it.
Permissions
Only Professional Managers can backup and export projects.
Backup and export project files
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From the Launchpad home page (www.highbond.com), select the Projects app to open it.
If you are already in Diligent One, you can use the left-hand navigation menu to switch to the Projects app.
The Projects home page opens.
- Open a project.
The project dashboard opens.
- Click the Settings project management tab.
The Settings subtab opens.
- Click the Backup/Export subtab.
- Create a new backup of the project:
- Click Export.
- Click OK in the confirmation dialog box.
A status message is displayed on the Backup/Export page and an entry is added to the Export Project list indicating that the backup process has started. An email notification is sent when the backup is complete.
Download project files
Delete a backup of project files
Zip file subfolder structure
When you backup a project, the following contents of the project are included:
- Activity log information under Recent Activity on the dashboard
- Latest versions of uploaded attachments
- Word, PowerPoint, PDF, and Excel reportsNote
If a problem occurs during the process of backing up a project, an errors.txt file is included in the zip file, which provides information about the problem. The person that performed the project backup also receives an email notification with further instructions.
Attachments
The attachments in the zip file are automatically grouped into named subfolders. The subfolders categorize attachments based on where they were attached in the Projects app. Subfolder titles are limited to 60 characters in length.
Subfolders
Note
- Interface terms are customizable, and fields and tabs are configurable. In your instance of Diligent One, some terms, fields, and tabs may be different.
- If a required field is left blank, you will see a warning message: This field is required. Some custom fields may have default values.
Subfolders in the .zip file are categorized and nested as follows:
[Project Name]
- Planning
- [Planning File Title]
- Narratives
- [Narrative Title]
- Control Tests
- [Control ID] (Objective Reference + Control Number)
Example: C-01- [Testing Round]
Examples: Interim/final, Q1, Q2, Q3, Q4NoteIf there is only one testing round, no subfolder is created.
- [Testing Round]
- [Control ID] (Objective Reference + Control Number)
- Walkthroughs
- [Control ID] (Objective Reference + Control Number)
Example: C-01
- [Control ID] (Objective Reference + Control Number)
- Actions
- [Action Title]
- Findings
- [Finding Title]
- Requests
- [Request Title]