How do I export project information into Excel?


Question:

How do I export project information into Excel?

Answer:

There is functionality to export basic project information from your Pipeline admin suite system:

To get this report:

  • Navigate to Pipeline
  • Select "Setup"
  • Select Reports on far left --> Projects Button

This Excel report will export all your project data with the following columns: 

    • Name
    • Description
    • Status
    • Create Date
    • Launch Date
    • Launched
    • Completion Target Date
    • Owner
    • Success Probability
    • Key Assumptions
    • YR1 Low
    • YR1 High
    • YR2 Low
    • YR2 High
    • YR3 Low
    • YR3 High
    • Latest Projection Date
    • Portfolio
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