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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:
Click the Share button in the top right corner of the PDP.
Enter the email address that you want to send the project to.
Add a message (optional).
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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