Portfolio - Budget CSV Export

1. Access the Portfolio from either the tiles option or from the drop-down list. 

2. Click the Portfolio where you wish to extract the Budget CSV file.

3. Once you are in the Portfolio's main page, go to Settings. 

4. In the Portfolio's Setting page, click the Portfolio CSV Export button beside the Close Portfolio button.

5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the check box for Budget Management in the Module to Export options. 

6. Click the Export to CSV button.


7. A zipped file will then be downloaded to your device's local drive. 

8. There are three (3) files contained in the zipped folder upon extracting. The most detailed data is contained in the Project Level extract.