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Is there a way to export portfolio plan to excel?

Soumyashreehv

I am looking for an option to download the Portfolio Plan in it's Hierarchy to be exported for reporting purposes. DOes anyone know or have a solution to this?

I am most interested in Epics and Initiatives with certain field balues( custom fields included)

Accepted answers

Chander Inguva

Hey Soumya,

Portoflio does have option of exporting data to csv.

Go to Portfolio Plan -> Click on Reports.
Make sure you select Initiative
Switch the report drop down to Scope (to left) and then click on Export (top right)
This report shows hierarchy along with custom fields you selected on plan

CSV Export

Hope this helps

Thanks

Chander

All comments

Chander Inguva

Hey Soumya,

Portoflio does have option of exporting data to csv.

Go to Portfolio Plan -> Click on Reports.
Make sure you select Initiative
Switch the report drop down to Scope (to left) and then click on Export (top right)
This report shows hierarchy along with custom fields you selected on plan

CSV Export

Hope this helps

Thanks

Chander

Soumyashreehv

This is helpful. Thanks Chander!

Levente Szabo _Midori_

If you are using the new improved planning interface of Portfolio for Jira, there is no option anymore for CSV export.

One possible option to export to real Excel files (not CSV )is our Better Excel Exporter for Jira app that integrates with Portfolio for Jira and able to create real Excel spreadsheets and reports.

(Please note that Better Excel Exporter is a paid app (with a 30-day free trial) and I'm part of the team developing it.)

Julian Antuña

You can still export a plan and don't need any plugin.

Just go to the desired plan >> Configure >> Advanced >> Planning Interface >> "Disable improved interface", and it will downgrade your portfolio version. Then you can apply the solution proposed by @Chander Inguva

Also you can go back to the new plan whenever you want.

unknown

Very frustrating to have such a gorgeous plan and not be able to share it with our executive stakehoders. What a shame.

Has anyone found a way to export (to anything) even open an image from within confluence? I do not have configure rights to our Jira environment to downgrade to previous version.

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