Export program data

You can export program data to Excel or PowerPoint files for sharing, review and analysis.

Export programs to Excel

Export your program to Microsoft Excel.

  1. Open the program to export.

  2. In the upper-right corner of the Program Overview page, click Export to Excel.

  3. Save the exported Excel file.

    The following table illustrates program data exported to various Excel sheets.

    Program data in program Overview page Exported to Excel sheet
    Fields in program header Overview
    Lifecycle entities added in the program Content
    Issues displayed on the Overview tab Issues
    Risks displayed on the Overview tab Risks
    Scope changes displayed on the Overview tab Scope changes
    Business objectives associated with the program Business objectives
    Program cost table and program content cost table on the Cost tab Cost
    Earned Value Analysis on the Cost tab Earned Value Analysis

    Timeline tab
    • Timeline

    • Milestones

      When you click a milestone in the Timeline sheet, you are directed to the Milestone sheet listing all the milestones of the lifecycle entity, with the milestone you clicked selected.

Note: When clicking the Export to Excel link on the Program Overview page, only the displayed columns in the Content section are exported, in the order they are displayed, and maintains the changes made to the column selection and layout.

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Export program dashboards

You can export program dashboards to PDF or PowerPoint files to share with different people for review and analysis.

To export the program dashboard to a PDF file:

  1. Open the program and go to the Overview tab.

  2. In the program dashboard section, click Export to PDF.

    Tip: The program dashboard section can be at either the top or bottom of the Overview tab, depending on the program dashboard settings. For details, see Program Overview Layout policy.

  3. In the PDF Settings window, configure what to display in the exported PDF.
  4. Click Export.

To export the program dashboard to a PowerPoint file:

  1. Prerequisite: Your administrator enables the feature by turning on the Export Dashboard to PowerPoint (PPTX) feature toggle. For details, see Use feature toggles to turn on/off features.
  2. Open the program and go to the Overview tab.
  3. In the program dashboard section, click Export to PPTX.
  4. In the PPTX Settings dialog box, choose the portlets to export.
  5. Click Export and save the exported file.

Note: When exporting the program dashboard to PowerPoint, portlets are saved as screen captures, capturing only the displayed content.

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See also: