Agile Central: Export Portfolio Items, User Stories and Tasks together

Document ID : KB000091944
Last Modified Date : 15/05/2018
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You may wish to export Portfolio items with their user stories and tasks together.
  1. Add the App, Custom List With Deep Export to your dashboard or custom/shared page.
  2. In App Settings, set the Type to the desired level, such as Portfolio Item Initiative.
  3. Ensure that your Project and scoping is set correctly.
  4. Apply any columns that you wish to view and export.
  5. Apply any filters on that data that you wish.
  6. Click the Export icon in the upper right hand corner.
  7. Select the appropriate export option. e.g.  Export Portfolio Items, User Stories and Tasks...
Custom List With Deep Export
Additional Information:
This App is a Community App and is not supported by CA but is very useful in exporting portfolio items, stories and tasks in one export file.