Export the Bid Board List View

Objective

To export your company's Bid Board or Portfolio Planning list view.

Things to Consider

• Required User Permissions for the Bid Board tool.
• Required User Permissions for the Portfolio Planning tool.

Steps

1. Navigate to the Bid Board or Portfolio Planning tool.
2. Click the vertical ellipsis icon at the top of the page.
   
3. Click Export Project List to Excel.
   An .xls file automatically downloads to your computer.

See Also

• View the Bid Board
• Search for and Filter Projects on the Bid Board