Easily generate and download comprehensive PDF reports for your initiatives. This feature allows you to consolidate project data into a professional and shareable document format. Ideal for reporting, presentations, or record-keeping, the PDF export ensures that your project information is accessible and easy to distribute to stakeholders.

Key Concepts

• Comprehensive Reporting: Include critical details of the active CAPEX project.

• Professional Output: The generated PDF provides a clean, structured layout that’s ideal for sharing with stakeholders or archiving project documentation.

• Flexible Section Selection: Choose from a range of project components (e.g., financials, tasks, timelines) to create a customized report that fits your specific requirements.

• Easy Distribution: Export the project data into a shareable format, simplifying communication and collaboration among team members and external partners.

Instructions

Prerequisite: Have an existing initiative

1. Access an initiative by navigating to View > All Initiatives. Then switch to the and open any initiative.

2. Once in an initiative click on the down arrow next to the “Save”. Once clicked, you will see a “Print” option.

3. Click on the “Print” option.

4. This will lead to a pop-up opening. There will be a button, “Print”, on the bottom right of the pop-up. Click that button.

5. Once clicked you will get a preview of the PDF. If you like the order of the pdf, select “Save as PDF” and then click the “Save” button. Select the location and name the file to generate a PDF.

6. If you want to change the structure of the page, you can click the “Edit Layout” button on the first pop-up you got.

7. You can drag and drop the different sections (Refer to Table 1) you want/don’t want in the PDF by placing them in “Selected Sections” or the “Unselected Sections” or use the arrows in the middle. Note: “< “means move the individually selected section to the direction of the arrow. The “<< “means move all the sections to the direction of the of the arrows.

8. If you want to customize the order of the sections, you can drag and drop the sections by placing them in the desired order or use the arrows at the side. Note: A single arrow means the move the selected section up by one in the direction of the arrow. The double arrows mean either move to the top or bottom of the order.

9. Once a desired order/selection of sections has been achieved, click the “Save” button, and repeat steps 4 and 5 to generate a PDF.

Related Articles

• Page:
  Attach Documents
• Page:
  Submit an Initiative
• Page:
  Submit an Idea
• Page:
  Submit an Investment Proposal
• Page:
  Submit a Business Case