Export List of PM Compass Tabs or Fields to Excel

Use this procedure to export and save available list of Standard and Custom tabs, Custom fields, or Source fields used in PM Compass to Excel.

For more information, see User-Defined Data Overview.

To export the list of tab or fields to Excel, complete the following steps:

1. On the Navigation menu, click Administration » User-Defined Data. The User-Defined Data form displays on the right pane. The Tabs tab displays by default. The corresponding fields and options, however, are disabled.

   You need to select an area to enable the fields and options on Tabs tab. Initially, the Area field is empty.

2. On the Area drop-down list, select an option that enables the tab with the list that you want to print.

   2. To enable the Tabs tab, select Projects.

   3. To enable the Custom Fields tab, select either Projects or All Workflows.

   4. To enable the Source Fields tab, select any option except Projects.

3. Click Export to Excel from any of the following locations:

   • Standard tab

   • Custom tab

   • Custom Fields grid toolbar

   • Source Fields grid toolbar

   An Excel sheet with the grid's contents displays.

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