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Exporting Activities to Excel

You can export activity data to a Microsoft® Excel® (.xls) file.

To export activities:

  1. Open one or more projects in the Projects section using one of the following methods:
    • Click "" Projects to open the last project or group of projects you were working with.
    • Click the "" Projects menu and choose one of the most-recently used projects or group of projects.
    • Click the "" Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
  2. On the Projects navigation bar, click "" Activities.
  3. On the Activities page:
    1. Select a view from the Activity View list.
    2. Configure the activity view to determine what data are exported. See Configuring Activity Views.
    3. Click the Actions menu and select Import/Export "" "" Export to Excel.
  4. In the File Download dialog box, click Open to open the Excel spreadsheet or Save to save the file to your computer.

Tips

All data, except grouping row information, are exported as they appear in the current activity view.

Related Topics

About Importing and Exporting Data

Importing Activities from Excel

Creating Import Templates

Activities Page


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