Export the Business Case of a project

Last update: July 26, 2022

CREATED FOR:

  • User

You can export the Business Case to a PDF file, in case you need to print it or attach it to an email in a more condensed format.

Access requirements

You must have the following:

Adobe Workfront plan*Any
Adobe Workfront license*Review or higher
Access level configurations*

View access to Projects, Financial Data, and Resource Management

Note: If you still don't have access, ask your Workfront administrator if they set additional restrictions in your access level. For information on how a Workfront administrator can modify your access level, see Create or modify custom access levels.

Object permissions

View or higher permissions on the project

For information on requesting additional access, see Request access to objects.

*To find out what plan, license type, or access you have, contact your Workfront administrator.

Export the Business Case

  1. Go to the project that you want to export the Business Case from.

  2. Click Business Case in the left panel.

  3. In the upper-right Business Case Summary area, click Export.


    A PDF  file is downloaded to your computer. The file contains all areas of the Business Case in an easy to read format.

    BC_Summary_exported.png

  4. (Optional) You can attach the PDF file to an email, or print it to share it with others.

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