Export demand financials as an Excel or CSV file

Export the costs or baseline comparison data for a demand to share with stakeholders.

Before you begin

Role required: it_demand_manager

Procedure

1. Navigate to Workspaces > Portfolio Planning Workspace.
2. Select the Demands icon .
3. Open a demand from the List page.
4. Select Financials from the navigation menu.
5. Select the Export icon.
   
6. In the Export side panel, select the file type as Excel or CSV.
7. Select the Export button.

   The financials data is downloaded as an Excel or CSV file with name_fin_mmddyy naming convention. The breakdown of the naming convention:

   name

   Contains the first 10 characters of the planning item name.

   fin

   Indicates that the file contains financial data.

   mmddyy

   System date when you export this data.

   For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads documentat_fin_012624.

   Note:

   You can export financials data from Cost view and Baselines comparison view.