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Printing and Exporting in the Portfolio Timeline

Albert Labermair
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In the Portfolio Timeline, you can not only print the current view directly, but also export the included project data. This allows schedules for meetings, alignments, or documentation to be reused, and makes project data available for analysis in other programs.
 

Print the Portfolio Timeline

If you want to output a specific section of the Portfolio Timeline, you can print the current view directly. This opens a print preview, where you can see in advance how the selected area will appear in print.

  1. Open the desired view in the Portfolio Timeline.
  2. Adjust the area the way you want to print it, for example via Filter, Sorting, View, and Zoom.
  3. Click the Print icon in the top right.
  4. Check the preview and use the available print options.

Note

You can print the view directly or instead save it as a PDF. This is especially helpful if you want to share the current timeline with colleagues or document it for other purposes.

 

Export portfolio data

Using the three-dot menu in the top right, you can export the projects from the portfolio. The export is available as a CSV or Excel file.

  1. Open the Portfolio Timeline.
  2. Click the three-dot menu in the top right.
  3. Select the desired export function.
  4. Save the file as CSV or Excel.

This way, you get all portfolio projects bundled in one file and can process the information outside of Smenso or use it for analysis.

 

Note

  • When printing, the currently selected view affects the result. It is therefore recommended to adjust Filter, Sorting, View, and Zoom accordingly in advance.
  • When exporting, the information of all projects from the portfolio is exported, regardless of the currently selected view or set filters.

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