Custom export supports the export of PPM data in various customized XML format type, 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 form. The currently selected portfolio or item can be custom exported using the Custom Export option in the module menu.
You can initiate a custom export from the menu bar or from a sub-item in a dynamic list, enabling the custom export of the selected sub-item.
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.