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Downloading the blueprint

In this article, we'll cover how you can download the blueprint to pdf or csv format.

Scott Margetts avatar
Written by Scott Margetts
Updated over 3 years ago

To report on the progress of a Matter or a Portfolio delivery plan, you will now be able to export it as a csv. You can also select the print option to save it as a pdf through your browser's print function.

The exported csv will correspond to your current view of the blueprint. For example, you will be able to export:

  • Only tasks assigned to a specific user

  • Only tasks that are already completed

To export the current blueprint view, select the 3-dot menu on the top when in the blueprint section. A drop-down menu will appear, select “Export as csv”.

You will then be presented with a preview of the export where you can choose between “Print” & “Export as csv”.

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