This article is intended for: Editors in the Capital Budgeting module.
Use this article after: Making decisions on requests in the Capital Budget.
- If you’d like to export your Capital Budget Requests, navigate to your Request Manager tab.
- Use the Customize Columns button to determine which information to include in your export. You can include any field from your forms. Use the “Add Custom Column” feature to add the financial information you’ve collected.
- Drag informational columns to set Row Groups. Row Groups will be visible in the export and will help to organize all requests.
- After customizing the Request Manager table, multi-select the Requests to download and from the Bulk Actions menu select the Export button.
- In the Export Requests pop up, select the format you with to Export to (either Excel or PDF) and Export Requests.
Need to Know More About What is Included in an Export?
Learn more with this FAQ: FAQ: What is Included in a Capital Request Export?
Have more questions or need assistance?
Submit a Request