How do I export projects in .xls?

Updated on September 13, 2016 12:22am by Admin

Projects app allows you to export projects into a spreadsheet. Additionally, you can also export the current fields and even with all attributes.

Steps to export projects

Projects
  • Click on "Show All” from the left navigation panel.
  • Select the projects you would like to export.
  • If you want to export the projects with current viewing fields, click on "Bulk Actions" -> "Export" -> "Xls" -> "Current View".
Bulk Export
  • You can view the result as shown in the image below:
Current view report
  • If you want to export the projects with all fields, click on "Bulk Actions" -> "Export" -> "Xls" -> "All fields".
Bulk Export
  • You can view the result as shown in the image below:
All fields Export

Set Up Privilege to Export Projects:

You can also, set privilege in order to restrict the access the export option to specific authorities. Let us look into it, from the below steps.

  • Go to the Projects App from the Universal Navigation bar.

Projects


  • Click on More Options(...) → Settings.

Settings


  • Navigate to “Actions” from the “Security” drop-down.

Actions


  • Enable Export toggle.

Export Toggle


  • Click on the “Privilege” drop-down and click on “Create Privilege”.

Create Privilege


  • Create the Privilege to whom you want to grant access for exporting the Project details.

Creating Privilege


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