Download Grid Data from Stakeholder Master
Overview
The Stakeholder Master Grid is a structured framework that captures essential tool data from POR, facilitating easy access and analysis. It contains a wide range of information related to stakeholders and tools.
Downloading Grid Data in Excel Format:
Downloading grid data in Excel format is a simple process. User has 3 options:
-
Export All groups
-
Export as per group- Only for users with Admin Permissions
-
Export based on group/Role for each tool.
Export All Groups
-
Navigate to ‘Stakeholder Master’.
-
Here, select the project in ‘Projects’. Then click on ‘Export All’ button. It will download all the tools data and groups in excel format.
-c61534ece01a6a394ba32cc1667fc748.png)
Export as per Group- Only for Users with Admin Permissions
-
Navigate to ‘Stakeholder Master’.
-
Click on ‘Update Stakeholders’ button on the left.
-b6504aaadf4be92680c2dc6b8688fab5.png)
-
Once on ‘update stakeholders’ screen, select project (like Ireland, chandler), date range, group (like Tool Owner, AE Design Lead, Trade Electrical).
-
Once data is loaded on the grid, right click and a pop up will appear.
-6fa16ab76dc9593a1f2812e7b895c0bb.png)
-
On the pop up, click on ‘Export’ and select ‘CSV Export’ or ‘Excel Export’.
Export based on Group for each Tool
-
Navigate to ‘Stakeholder Master’.
-
Click on ‘Action’.
-1cea7e53927cd9ea4adb5d93bc6d6187.png)
-
On the dialog box that appear, search role in the ‘search’ box.
-80c62edbf6eecf993caed7d33b01ce37.png)
-
Then click on ‘Export to Excel’ button.