CSV Export

The Export to CSV (comma-separated values) function exports the latest information relating to Projects, driven from the most recent Management Report for each Project.

For a more detailed explanation of Management Reports and their role in Enterprise Project Portfolio Reporting, click here.

How to run the Export to .csv

1. Right click on any personal workspace, and select Enterprise Project Portfolio Reports. This option is also found on any user menu or project menu.

2. You will be presented with the Project Picker. This function allows you to select a group of projects for inclusion in the report.  For more information about the Project Picker click here.

3. In Step 5, select Export to csv.

4. In Step 6, click the Submit button.

5. You will be prompted to Open the file or Save the file to disk.

Information Exported in file

Note: all of the information in this report comes from the project's most recent Management Report. All times are reported in GMT.

• objid = Database Object Identifier

• objname = Name of Database Object

• effective_date = The date the last Management Report was published.

• accomplishments = Accomplishments as outlined in last Management Report

• upcoming = Upcoming as outlined in last Management Report

• issues = Issues as outlined in last Management Report

• risks = Risks as outlined in last Management Report

• creator_id = Project Creator Database Object Identifier

• creator_name = Name of Person who created the Project

• proj_id = Project Database Object Identifier

• proj_name = Name of Project

• proj_executive_summary = Executive Summary from last Management Report

• proj_charter = The published sections of the Project Charter

• proj_number = Project Number from Project Information

• proj_timezone_offset = Project Timezone Offset in minutes (if Project created using International version)

• proj_timezone = Project Timezone (if Project created using International version)

• proj_planned_startdate = Planned Start Date of the Project

• proj_planned_enddate = Planned End Date of the Project

• proj_planned_duration = Planned Duration of the Project

• proj_baseline_planned_enddate_GMT = Baseline Planned End Date of the Project

• proj_hoursworked = Hours Worked as entered on Project Information

• proj_risk = Project Risk as entered on Project Information

• proj_type = Project Type as entered on Project Information

• proj_priority = Project Priority as entered on Project Information

• proj_state = Project State as entered on Project Information

• customer_id = Customer Database Object Identifier

• customer_company_name = Company Name of Customer

• customer_fname = Customer's First Name

• customer_lname = Customer's Last Name

• proj_effort = Project Effort as entered in Project Info

• proj_id_number = Project ID Number as entered in Project Info

• proj_reported_percent_complete = % Complete as entered in Project Info

• proj_actual_enddate = Actual Project End Date as entered in Project Info

• curr_phase_name = Name of Current Phase

• curr_phase_comments = Comments applied to the Current Phase

• curr_phase_startdate = Start Date of Current Phase

• curr_phase_enddate = End Date of Current Phase

• curr_phase_percent_complete = Percent Complete of Current Phase

• curr_phase_gate = Gate of Current Phase

• curr_phase_number = Number of Current Phase

• stats_tasks_percent_complete = Weighted Percent Complete based on Estimated Hours

• progress_salaried_employee = Salaried Employee Progress indicator - reported task progress (% Complete) versus amount of time charged to tasks

• pse_ratio = Salaried Employees Ratio of time charged versus time expected

• pse_hrs_charged = Salaried Employees Time charged to tasks

• pse_hrs_expected = Salaried Employees Expected time charged based on Percent Complete and Estimated Time for Tasks

• progress_internal_consultant = Internal Consultant Progress indicator - reported task progress (% Complete) versus amount of time charged to tasks

• pic_ratio = Internal Consultant Ratio of time charged versus time expected

• pic_hrs_charged = Internal Consultant Time charged to tasks

• pic_hrs_expected = Internal Consultant Expected time charged based on Percent Complete and Estimated Time for Tasks

• progress_external_consultant = External Consultant Progress indicator - reported task progress (% Complete) versus amount of time charged to tasks

• pec_ratio = External Consultant Ratio of time charged versus time expected

• pec_hrs_charged = External Consultant Time charged to tasks

• pec_hrs_expected = External Consultant Expected time charged based on Percent Complete and Estimated Time for Tasks

• budget_total_indicator = Green = Expenses + Capital < Budget, Yellow = Expense + Capital < (Budget * 1.1), Red if Expenses + Capital > (Budget * 1.1)

• budget_total_planned = Total Planned Costs for Project

• budget_total_cost = Total Actual Costs for Project

• budget_total_budget = Total Budget for Project

• budget_total_threshold = Total Budget * 1.1

• budget_capital_indicator = Green = Capital < Budget, Yellow = Capital < (Budget * 1.1), Red if Capitla > (Budget * 1.1)

• budget_capital_planned = Anticipated Costs for Capital items in Budget

• budget_capital_cost = Capital items spent in the Budget

• budget_capital_budget = Total Capital items in Budget

• budget_capital_threshold = Budget Capital * 1.1

• budget_expense_indicator = Green = Expenses < Budget, Yellow = Expense < (Budget * 1.1), Red if Expenses > (Budget * 1.1)

• budget_expense_planned = Anticipated Costs for Expense items in Budget

• budget_expense_cost = Expense items spent in the Budget

• budget_expense_budget = Total Expense items on Budget

• budget_expense_threshold = Budget Expenses * 1.1

• cost_hr_expected_total = Total Hourly Costs all Assigned Members

• cost_hr_expected_salaried = Total Hourly Costs all Salaried Employees who are Assigned Members

• cost_hr_expected_internal_consultant = Total Hourly Costs all Internal Consultants who are Assigned Members

• cost_hr_expected_external_consultant = Total Hourly Costs all External Consultants who are Assigned Members

• cost_hr_variable_total = Total Variable Cost (Hourly Rate) to Project from Roster Information

• cost_hr_variable_salaried = Variable Cost (Hourly Rate) to Project for Salaried Employees from Roster Information

• cost_hr_variable_internal_consultant = Variable Cost (Hourly Rate) to Project for Internal Consultants from Roster Information

• cost_hr_variable_external_consultant = Variable Cost (Hourly Rate) to Project for External Consultants from Roster Information

• cost_hr_fixed_total = Total Fixed Cost to Project from Roster Information

• cost_hr_fixed_salaried = Fixed Cost to Project for Salaried Employees from Roster Information

• cost_hr_fixed_internal_consultant = Fixed Cost to Project for Internal Consultants from Roster Information

• cost_hr_fixed_external_consultant = Fixed Cost to Project for External Consultants from Roster Information

• cost_costsheet_planned_expense = Total of all items designated as Planned and Expense

• cost_costsheet_actual_expense = Total of all items designated as Actual and Expense

• cost_costsheet_planned_capital = Total of all items designated as Planned and Capital

• cost_costsheet_actual_capital = Total of all items designated as Actual and Capital

• benefit_y0 = Benefits to be accrued this year

• benefit_y1 = Benefits to be accrued next year

• benefit_y2 = Benefits to be accrued in year 3

• benefit_y3 = Benefits to be accrued in year 4

• benefit_y4 = Benefits to be accrued in year 5

• benefit_total = Total Benefits to be accrued in Years 1-5

• benefit_actualtodate = Actual Benefits recorded to date

• benefit_stretchtarget = Dollar Value assigned in Benefits Report

• roster_managers = Roster Members assigned as Managers of the Project

• roster_participants = Roster Memebers assigned as Participants of the Project

• roster_observers = Roster Members assigned as Observers of the Project