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Export the Project Directory to CSV or PDF

Objective

To export the Project Directory to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Background

The Export feature provides users with a way to download data stored in a tool. It also supports two export file formats (e.g., CSV and PDF). Depending on your web browser's settings, the system will either open the file or download it to the 'Downloads' location on your computer. Typically, this is a 'Downloads' folder on your computer. However, your browser's settings may be different. See your web browser's Help system or visit the manufacturer's support site for to learn how to change the download location. 

Things to Consider

  • Required User Permission:
    • 'Standard' level permission or higher on the project's Directory tool.
  • Supported Export File Formats:
    • Portable Document File (PDF)
    • Comma-Separated Values (CSV)

Steps

  1. Navigate to the project's Directory tool.
    This reveals the Project Directory page. 
  2. Click one of these options:


     
    • Export > PDF. Downloads your project's Directory data as a PDF file (Note: The PDF provides a print out summarizing all of the Company and Persons in the database. It also lists any Distribution Groups that have been created). 
      OR
    • Export > CSV. Downloads your project's Directory data as a CSV file (Note: The CSV file contains these data columns for each record in the directory: Person/Vendor Id, First Name, Last Name, Company, Job Title, Country, Address, City, State, Zip, Business Phone, Mobile Phone, Fax Number, Email, Tags/Keywords, Project Roles, Trade(s), Permission Template, and Standard Cost Code List).

 

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