Create an Excel Report with a Data Connection

You can create an Excel report for a project with a data connection to the PIM database. This allows you to update the report at any time with current data. All contract items for a project are included in the report, except for draft items, and items awaiting approval.

To create an Excel report with a data connection:

1. Navigate to the project.
   You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
2. Click the Contract Management tab.
   If the Contract Management tab is not visible on the header band, click more to display additional menu items.
3. Click Excel Report.
4. Select to save the spreadsheet to your PC, and then choose a folder to save the report in.
5. Open the spreadsheet in Excel.
6. If prompted, click Enable Editing.
7. If prompted, click Enable Content.
8. On Sheet1, click Data > Refresh All.
9. If prompted, enter your PIM username and password.
   The spreadsheet populates with live data from the PIM database. In future, when you want to update the spreadsheet with the latest data, click Data > Refresh All on the spreadsheet.