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Function documentationExport to Project System

 

You can export project data from Portfolio Management to Project System. During export, a new project definition and a WBS element below the project definition are created in the Project System. Which data is transferred during export depends on the Customizing settings. Project data can be exported only once per item.

Prerequisites

You have linked the portfolio item to a Project Management project. You have accessed the Export Project screen by choosingStart of the navigation path You Can Also Next navigation step Export Project End of the navigation path on the item details screen on the Overview view.

Activities

  • You select Project System from the Application dropdown list.

  • You select the Application System.

  • You choose Browse to select the required Project Template.

  • You choose a new project ID for the project in Project System.

  • You choose Check to display the messages that were caused by the export.

  • You choose Export. The system creates an entry in the Import/Export Log.