Clarity

  • 1.  Project List with hyperlinks

    Posted Dec 07, 2017 02:23 PM

    How can I do to get a projects list (in excel o PPT)  with links to project object

     

    Thanks a lor,

     

    Cira



  • 2.  Re: Project List with hyperlinks
    Best Answer

    Posted Dec 07, 2017 05:33 PM

    Hi CiraFalabella, I think your question is fairly straightforward. Go to the 'Project - List View' and hit the "cog" in the top left corner. From there you can "Export to Excel (Data Only)" and retrieve an excel file with the list of project investments with the names of the investments hyperlinked in the spreadsheet.

     

    Clicking on the hyperlink will take you back into Clarity against that specific project.



  • 3.  Re: Project List with hyperlinks

    Posted Dec 18, 2017 09:31 AM

    Thank you Christopher,

     

    I can do that in test enviroment but it doesn´t work in Production enviroment . I think that there are something wrong in that configuration

     

    Regards,

     

    Cira



  • 4.  Re: Project List with hyperlinks

    Posted Dec 18, 2017 05:00 PM

    You might want to check the 'Project' object list view permissions.