Project Business Case

[Mark113]

Hi,

Is it possible to export the Project Business Case information into a PDF or PPT ?

Thanks

Mark

[Mike_R]

I wonder if you can dot walk from the project_status table to grab the business case from the project. Have you tried that?

I'm working on downloading the plugin so i can do some experimenting. 

[Mike_R]

I just tested and I was able to dot-walk to get the business case

Template example

Result

[Mark113]

Ah perfect that works! what's the relevance of the tables in this section?  

[J-Paul Millet]

This export to PPT feature is really a significant improvement but it's a shame to be limite to the project status report. Is it possible or planned to be able to export to PPT data from other PPM tables (i.e. pm_project, cost-plan breakdown,..) ?

[Angela Olson]

Hello,

We have an Export to PDF in our menu option for a Project.  We use this frequently for submission for funding.  We first made a VIEW that showed the fields we wanted to display to management/executives and then we export to PDF.