Export the Business Case of a project
- Topics:
- Work Management
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:
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.
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
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Go to the project that you want to export the Business Case from.
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Click Business Case in the left panel.
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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. -
(Optional) You can attach the PDF file to an email, or print it to share it with others.