To export data:
- Click the Data Import & Export tab.
- Click the Export Data link.
- From the Action column associated with the primary object (Idea, Project, Resource, etc.) you want to export, select the [Export Data] link.
- For Monthly Finance and Annual Finance, enter the project IDs or a range of project IDs and click Export. If no project IDs are specified, a maximum of 100 projects are exported.
- Select if you want to open or save the file. Choose the location and click OK.
Data Import and Export
Downloading Data Import Templates
Modifying Metadata for File Upload
Importing Data
Common Validation Errors
Unlocking a Data Import Process
Downloading Data Integration Templates
Populate Resource Commitment Cache