Exporting Prioritization Items to Excel or CSV

Linda_G · ‎07-26-2024

We are implementing Idea and Demand for SPM. One of the items listed as a requirement is to have the ability to export the prioritization information from the Portfolio Planning Workspace.

I found an article for Exporting Data of Portfolio Plan items from Prioritization to Excel for Washington, but it looks like this applies to Strategic Planning (Pro License) and not Portfolio Planning (Non-Pro License).

Is there something I'm missing or is the functionality to Export the Prioritization information not an option for SPM Standard License Users?

Thank you.

Namita Mishra · ‎09-14-2024

Hi @Linda_G ,

I have created a video to explain the steps and here is the link for easy reference.

Hope this answers the question and if t does, please mark the answer as correct.

FYI:

The instance I have shown this functionality is Washington DC.

Below is the plugin details on this instance.

Happy SPM Learning & Enjoy the weekend !!

Thank You!

Namita Mishra

View solution in original post

Namita Mishra · ‎09-14-2024

Hi @Linda_G ,

You are correct. In Vancouver release, portfolio planning workspace has two options - Personalize and Help.

Export is not available in Vancouver release.

This functionality was introduced in Portfolio planning workspace version 8.0.0.

I believe the highest supported version with Vancouver release is Portfolio planning workspace version 7.1.2 (screenshot below).

Hope this answers the question and if t does, please mark the answer as correct to help me and others in the community.

I have also added the Portfolio Planning Workspace release notes to provide a good understanding of version-wise features.

Have a good weekend !!

Thank You!

Namita Mishra

View solution in original post

Sandeep V1 · ‎07-30-2024

Exporting prioritization list view items to Excel is available for Std users too.

Linda_G · ‎07-30-2024

Can you tell me how? I don't see anything in the system on how to do it. I looked at the article above and i do not have that option. Is there a property or setting that needs to be enabled to have this option?

Rob Keeton · ‎08-09-2024

I did not see the export option either, but after updating to the latest version of SPW, it is now showing. I'm on the Washington DC build with Strategic Planning version 4.2.0.

Linda_G · ‎09-11-2024

Thank you. We do not have SPM Professional, so we have Portfolio Planning and not Strategic Planning. Can you show me a screenshot of where you see this option?