Support Portal

Portfolio - Project Meta Data Export

1. Access the Portfolio from either the tiles option or from the drop-down list. 

2. Click the Portfolio where you wish to extract the Project Meta Data CSV file.

3. Once you are in the Portfolio's main page, go to Settings. 

4. In the Portfolio's Setting page, click the Portfolio CSV Export button beside the Close Portfolio button.

5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the check box for Project Meta Data in the Module to Export options. 

6. Click the Export to CSV button.

7. A CSV file will then be downloaded in your device's local drive. 

8. Locate and access the file in your local drive.