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.
-
From the Portal Page, click Project on the Office 4 menu.
The Project List window appears.
-
From the Group drop-down menu, select the group with the project containing a CSV file to export.
-
Click the project with the CSV file to export.
The Jobs/Tasks list window appears.
-
Click Import/Export.
The Import/Export Project Data window appears.
-
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.
-
Select a file name and location.
-
When done, click Project View.