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Export the Project Directory to CSV or PDF

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  1. Navigate to the Project level Directory tool.
  2. Click the tab that corresponds to the view that you want to export. You can choose from Users, Companies, or Distribution Groups.
  3. Click Export.
  4. Choose one of the following options:
    • PDF. Select this option to download your Project level Directory data as a PDF file.
      Note: The PDF includes a summary all of the Companies and Users in the database. It also lists any Distribution Groups that have been created.
      OR
    • CSV. Select this option to download your Project level Directory data as a CSV file.
      Note: The CSV file contains the following data columns for each record in the Directory: Person/Vendor, Id, Entity Type, Entity 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.

The exported file will either open in a new tab in your web browser or download to the download location specified by your web browser's settings. The 'Inactive Users' and 'Inactive Companies' views cannot be exported.