Project manual

21. Export Project Data to CSV Files

To export project data to a CSV (comma separated value) file, follow these steps:

Note: Access permissions to Import/Export are set up by the system administrator so if you cannot import or export, please see your system administrator.

  1. From the Portal Page, click Project on the Office 4 menu.

    The Project List window appears.

  2. From the Group drop-down menu, select the group with the project containing a CSV file to export.

  3. Click the project with the CSV file to export.

    The Jobs/Tasks list window appears.

  4. Click Import/Export.

    The Import/Export Project Data window appears.

  5. Choose an option:

    If you want to save project data: From the Export Project Data to CSV File area, in the File for Project Data field, click project.csv.

    If you want to save member data: From the Export Project Data to CSV File area, in the File for Member Data field, click member.csv.

    The Save As window appears.

  6. Select a file name and location.

  7. When done, click Project View.


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