Export a List of Projects from the Company Portfolio

Export your list of active or inactive projects directly from the Portfolio tool. To focus on specific data, apply filters to narrow your results before you export. Your access to projects determines which projects appear in the list.

• Required User Permissions

• The file is downloaded to your device's default download location.

1. Navigate to your company's Portfolio tool.

2. Filter the Portfolio Views.
   Tip: Use filters to include inactive projects if needed.

3. Click Export and select PDF or CSV to download your file.