Export the Project Directory to CSV or PDF

Objective

To export the Project Directory to a Comma Separated Values (CSV) or Portable Document Format (PDF) file. 

Things to Consider

• Required User Permissions
• Your export reflects the current filters applied to the Directory.

Steps

1. Navigate to the Project level Directory tool.
2. Click the tab that corresponds to the view that you want to export.

   Legacy  You can choose from Users, Companies or Distribution Groups.

3. Optional: Search and Filter the Project Directory.
4. Click Export and select PDF or CSV.

See Also

• Add a Company to the Project Directory
• Add a Distribution Group to the Project Directory
• Add a User Account to the Project Directory