Export a project from Project Workspace

Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

Avant de commencer

For Microsoft PowerPoint:

• Install the Export to PowerPoint for Strategic Portfolio Management application from the ServiceNow store. For more information, see Install Export to PowerPoint for Strategic Portfolio Management.
• Create and upload a Microsoft PowerPoint template to apply to your status report. For more information on how to create and upload a template, see Create a Microsoft PowerPoint template and Upload your Microsoft PowerPoint template.

Important :

Export to PowerPoint is currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. Please check for availability updates in future releases.

Role required: it_project_manager

Pourquoi et quand exécuter cette tâche

Create a project or use an existing project to download it in the required file format. You can choose to export the project data in Excel, CSV, PPT, MS Project (MPP), and XML file format.

Exporting the project is beneficial if your stakeholders prefer a file rather than using a dashboard. It also helps the wider audience or external stakeholders who don't have access to the dashboards but are waiting for an update.

Procédure

1. Open a project from the home page of Project Workspace.
   For information, see Access the new Project Workspace.
2. From the More actions menu (), select Export project.
3. Select the file format and then select a template if needed.
4. Select Export.
   Only the columns that are visible in the Planning page of the project are exported.

Résultats

The project is downloaded in the selected file format.