Export project contacts

If you use grid setting to customize the way the data is displayed, the data will be exported the way it is displayed.
  1. Open the View Project Contacts screen.
  2. In the View field, click to select the project contact list you want to view.
  3. In the Company field, click to select one or more companies for which you want to view project contacts. If no companies are selected, project contacts are shown for all companies.
  4. In the Project field, click to select one or more projects for which you want to view project contacts. If no projects are selected, project contacts are shown for all projects.
  5. Press Tab.
  6. To specify the file type for the export, do one of the following:
    • To export the list to Excel, click next to the Export button and select Excel.
    • To export the list to a tab-delimited file, click next to the Export button and select Text file (Tab Delimited).
  7. Navigate to the folder where you want to save the file.
  8. In the File Name field, enter a file name for the exported file.
  9. Click Save.
  10. Click OK.
    Note: If you opted to export the list to Excel, the Excel file automatically opens if you have Excel installed.