Export


Step 1

1680115824108-1680115824108.png

  • Select Reports from the menu

Step 2

  • Select the Export tab

Step 3

Select from 3 options:

Commitment log: A commitment log can be exported to an Excel spreadsheet. This makes it simple to distribute to other stakeholders, including those who do not have access to the plan. 

  • Set the report duration and start date

  • Select Export to XL file 
  • A commitment log will be generated in Excel including Milestones, commitments, responsible person(s), group, plan date, completed date, predecessor(s), status and constraints. 


Export Plan Data: This button will launch a “Save as” dialog. You can select a folder and file name to export all plan data into an Excel file.


Show analytics: This button will launch advanced Power BI reporting if you have Microsoft Power BI installed on your PC. For more information click here.

Was this article helpful?

Updated: November 20th, 2023