Export project groups

You can export a project groups to Word, PDF, CSV, or Excel files directly from the enhanced list view.

Subscription

Company

  • Project dimension enabled (in the General Ledge)
  • Construction subscription (enables task dimension)
Regional availability

All regions

User type

Business

Project Manager

Employee (Viewing)
Permissions Dimension groups (varies by application): List, View, Add, Edit

Export a list of project groups

Project groups are a type of dimension. For more information on dimensions, watch the video: What are dimensions and how do they work?

  1. Go to Projects > Setup > Projects > Groups
  2. For each group you want to export, select the check box to the left of the project group name.
  3. Select Export in the upper right corner of the window and choose a file format from the dropdown menu: CSV, Excel, PDF, Word.
    The list of project groups is saved.
  1. Go to Projects > Setup > Projects > Groups
  2. For each group you want to export, select the check box to the left of the project group name.
  3. Select Export in the upper right corner of the window and choose a file format from the dropdown menu: CSV, Excel, PDF, Word.
    The list of project groups is saved.