How To: Exporting the Phase List (02-08-90-12)

Overview

This tutorial describes how to export the phase list.

Step-by-Step

  1. Click Export to open the list directly in Excel (and also save it to your computer).
    IMPORTANT: In order for the list to open directly in Excel (and be saved to your computer), the ‘Miscellaneous’ directory must be set up in Company/PDF Export (30-04) and/or By Term Company/PDF Export (30-05). If a ‘Miscellaneous’ directory is not specified in one of those selections, complete that process before exporting this list.
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