Exporting property values

Exporting property values creates an Excel spreadsheet that contains the property values of documents stored in Project Portal. Which properties are exported is specified in a mapping template as described in Creating and editing mapping templates.

To export property values:

1. Place the documents on the Clipboard for which you want to export property values as described in Adding items to the Clipboard.

   Note    If you intend to edit the exported data and import it back into Project Portal, only place documents on the Clipboard that reside in the same folder. The import (Mass Update) command only supports updating documents that reside in the same folder.

2. View the documents on the Clipboard as described in Viewing the Clipboard contents.
3. In the ribbon, in the Import/Export group, click Formatted Export. A page showing the export options appears.
4. Click options or type values using the descriptions in the following table.

5. Click Export Excel. The file downloads to your computer.

   Note    Your web browser will attempt to download the archive file to your computer. If your browser's security settings block the download, you might need to adjust the settings and retry this procedure.

6. Click Open to open the file immediately without saving it first or click Save to save the file for later viewing.