Export planning items data from Scoring to Excel or CSV

  • Release version: Washingtondc
  • Updated August 1, 2024
  • 1 minute to read

    • Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

    Before you begin

    Role required: sn_align_core.apw_user

    Procedure

    1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
    2. From the list of portfolio plans, select one and then select Scoring.
    3. Verify that the columns you want to export are personalized.
      Note:
      If the filters are applied on the view, the filtered data is exported.
    4. Use the personalized side panel to export the data of your portfolio plan items.
      1. Select Export icon (Export icon.).
      2. From the File type drop-down on the Export window, select Excel or CSV to export the data to a Microsoft Excel or CSV file respectively.
        A file with the selected format is exported. By default, the name of the file is ABC_Scoring_List where ABC is the name of the portfolio plan you exported the data from.