Export to Project Management

You can export project data from Portfolio Management to a project management system that is installed on a different server. During export, the data of the linked Project Management project is mapped to the selected project in the remote project management system. Which data is transferred during export depends on the settings in Customizing. 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 choosing Start 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 Management from the Application dropdown list.
You select the Application System.
You choose Browse to select the required Project Template.
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.