The options and possibilities to export a project portfolio are identical to project export. To export a project portfolio, please, click Export 1 in the upper right corner.
After that, on the left, you will see the state of your portfolio that will be exported and on the right, there will be a dashboard where you can configure what exactly should be exported.
The portfolio can be exported in three file formats: PDF, PNG, EXCEL.
Note: PDF and PNG formats allow for more export configurations.
Export in PDF and PNG
The PDF and PNG formats can be used, among others, to print a project with a Gantt chart. For these formats you have the following configuration options:
1 Paper size
Full size is set by default, but you have plenty of other options. This option is only available for PDF.
2 Orientation
Choose between landscape or portrait page orientation. This option is also only available for PDF.
3 Filters
Use them to export particular parts of your project. This is a standard GanttPRO filter. Learn here how to work with it.
You can filter by Task name, Type, Assignee, Status, Priority, Creator, Date range, Start, End, and Creation Dates, Color, and all Custom fields. Or you can apply the already saved filter. To remove the blank space on the right of the chart, you can apply a Date range filter.
4 Zoom
Select the time scale for an exported Gantt chart. Your project Zoom configuration will be used as a default one, but you can switch to other options for export.
You can zoom in hour, days, weeks, months, quarters, years.
5 Baseline
If you have created a Baseline in your project and you need to include it, just choose the one you need from this field. You can read how to create a Baseline here.
6 Task name
Choose between 3 options: the task name can be placed inside a task bar, on the right, or not displayed at all.
7 Strikethrough and Grayed out toggles
If Strikethrough is on, closed tasks will be crossed out. If the Grayed out option is on, closed tasks will be faded.
8 Critical path
If the Critical path is enabled, you will see a sequence of tasks that can affect a project completion date. All the critical tasks will be highlighted in red. You can read more about the critical path management here.
9 Today marker
Turning on the Today marker, which is a red line indicating the current day, you can more easily see current tasks and the progress made in the project.
10 Workload
You can enable Workload to see the workload window at the bottom of the project. This window is useful for a quick overview of the overloaded and underloaded resources in a project. You can read about workload management here.
11 Overdue tasks
You can enable Overdue tasks to highlight them on the chart. Overdue tasks are all those tasks that have been due in the past, but currently their progress status is less than 100% or they are defined as “Open/In progress”.
You may have a very detailed view when Expand all is selected, and a very compact view when Collapse all is applied.
You can also choose manually which parts will be displayed in the exported file by clicking on + and - signs on the left of the task name. This may be useful to have a general overview of the set of projects with an emphasis on a particular stage or tasks.