Exporting a Dashboard

Primavera Portfolio Management enables you to export your dashboard to an XML file for later use by a third-party word processor such as Microsoft Word or OpenOffice. Exporting the dashboard will allow you to modify it, include it in another document, or share it with others.

Modify the dashboard data using your word processing application's editing tools. For example, you can add color to the cells, widen or shorten their length, and change fonts, styles, etc.

Additionally, you can copy and paste data from the dashboard to a spreadsheet program and perform calculations on that data. You can edit the dashboard, for reporting purposes, by deleting data from the report while leaving it in the dashboard, or by adding new data to the exported report.

In order to make the most out of your exported file refer to Controlling Layout in Export and Print.

To export a dashboard:

1. Select Export from the Dashboard menu.
2. In the Export Settings dialog box, specify your preferences for the following settings:
   1. Select any of the following export formats:
      • Export as Doc format: Exports as a Microsoft word document.
      • Export as HTML format: Exports as a HTML document.
   2. In the Range section, select the range of the export:
      • All Tabs: Exports all of the dashboard tabs in succession.
      • Current Tab: Exports only the contents of the active tab.
   3. In the Content section, select the content to be exported:
      • All: Exports the complete dashboard.
      • Graphs Only: Exports only the graphs.
   4. In the Displays Graphs section, select the Microsoft Office version to use.

      If you chose Office 2003 / 2007, select the graph format:

      • Graphically: Exports the graphs as they are.
      • As Tables: Exports the tabular data used to generate the graph.

      If you chose Office 2000, the tabular data used generate the graphs is exported.

   5. If you chose Export as Doc format:
      • In the Page Orientation section, select Portrait or Landscape.
      • In the Paper Size section, select Letter or A4.
3. Click OK to save your selections.
4. In the File Download dialog box, select any of the following buttons:
   • Click Open to view the downloaded file in your application.
   • Click Save to download the file onto your computer.

     Note:

     In Microsoft Word, some table borders may appear to be missing due to Word's display functionality. Exported items are best viewed without gridlines (from the Microsoft Word Table menu, choose Hide Gridlines).