Custom export supports the export of PPM data in various customized XML format types, such a Microsoft Word 2007, Microsoft PowerPoint, and so on. The custom export is available for exporting portfolios, items, or sub-items. The information exported and the structure of the XML are determined by configuration files pre-loaded by the configurator. The information exported is not necessarily the information shown on the map. The currently selected portfolio or item can be custom exported using the Custom Export option in the module menu.
Note: Custom export is available only if the associated template and its configuration files have been created and uploaded. See your system administrator for more information.
To initiate a custom export from the Menu bar:
- Click Map in the Menu Bar. The Map drop-down list appears.
- Select Custom Export from the drop-down list. The Custom Export dialog box appears.
- In the Type field, select the type of export format (the custom export template) from the drop-down list options. (The export types that are available are determined by the configurator.)