Exporting a Form

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

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

To export a form:

1. Select Export from the Form 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 field, select the range of the export:
      • All Tabs: Exports all of the tabs in succession.
      • Current Tab: Exports only the contents of the active tab.
   3. In the Content field, select the content to be exported:
      • All: Exports the complete form.
      • 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 either Portrait or Landscape.
      • In the Paper Size section, select either 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 to 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).
     • The file format used for Microsoft Word 2003/2007 is XML. In some systems, this file format is not associated with Microsoft Office applications. If you cannot see the exported file properly use the Save option instead of Open. Afterwards, browse to the location of the file on your hard-disk and right-click on the file name. Choose Open With - Microsoft Office Word.