Initiating a custom export from a sub-item in a dynamic list

To initiate a custom export from a sub-item in a dynamic list:

1. Click the sub-item to display the options, then select Custom Options.
2. In the Type field of the Custom Export dialog box, select the type of export format (the custom export template) from the drop-down list options. (The export type names vary since they are defined by the name parameter set by the configurator. The configurator creates the configuration file that must be created and uploaded for the custom export feature to be enabled.)
3. Click OK.

   If the process fails, a message displays and a detailed error report subsequently appears.

   If the export succeeds, you are prompted by the File Download dialog box to open or save the generated XML file. Included on the File Download dialog box is the name of the file, which is automatically generated, and the file type (file name extension) as defined by the configurator.

   Exporting and Printing a Form

You can export or print a form in Primavera Portfolio Management.