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Export the Capital Plan

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Background

Exporting the capital plan allows you to share portfolio-level financial data with stakeholders or perform advanced analysis in external spreadsheet applications. The export reflects the active filters and column configurations of your current view.

Things to Consider

  • Required User Permissions:

    • 'Read Only' level permissions or higher on the company-level Planning tool.

  • Additional Information:

    • The exported file includes all projects and programs currently visible in your filtered grid.

    • Grand totals and footer calculations are included in the export.

Steps

  1. Navigate to the company-level Planning tool.

  2. Click the Capital Planning tab.

  3. Select the Saved View you want to export, or manually apply filters to the grid.

  4. Click Export.

  5. Select one of the following file formats:

    • Excel (.xlsx)

    • CSV

  6. Save the file to your local device.

  7. Open the file using a spreadsheet application on a computer running Windows® or macOS.

See Also