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Score planning items › Portfolio Planning in Strategic Planning Workspace › Strategic Planning › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export planning items data from Scoring to Excel or CSV

Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

Before you begin

Role required: sn_align_core.apw_user

Procedure

  1. Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.

  2. From the list of portfolio plans, select one and then select Scoring.

  3. Verify that the columns you want to export are personalized.

    Note: If the filters are applied on the view, the filtered data is exported.

  4. Use the personalized side panel to export the data of your portfolio plan items.

    1. Select Export icon (
Image omitted: icon-export-data.png
Export icon.\).
2.  From the **File type** drop-down on the Export window, select **Excel** or **CSV** to export the data to a Microsoft Excel or CSV file respectively.

    A file with the selected format is exported. By default, the name of the file is **ABC\_Scoring\_List** where ABC is the name of the portfolio plan you exported the data from.

Parent Topic:Scoring planning items in Strategic Planning Workspace