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You can share, print, download, or hide a Project Intelligence project. The print, download, and hide options are all found by clicking on

To share a project:

  1. Click the Share button in the top right corner of the PDP.

  2. Enter the email address that you want to send the project to.

  3. Add a message (optional).

  4. Click Send.

The options under the three-dots button, next to the Share icon. This will enable you to print the project information as a formatted PDF; download it as a CSV or Excel file; or hide the project so that it doesn’t appear in future searches.

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, include:

  • Export to PDF

  • Copy Project

  • Download as CSV

  • Download as Excel

  • Hide

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Task List and Notes

Beneath the Share menu, you will see the Task List and any Notes added to the project, as described in the table below. 

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