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:
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Export All groups
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Export as per group- Only for users with Admin Permissions
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Export based on group/Role for each tool.
Export All Groups
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Navigate to ‘Stakeholder Master’.
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Here, select the project in ‘Projects’. Then click on ‘Export All’ button. It will download all the tools data and groups in excel format.
Export as per Group- Only for Users with Admin Permissions
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Navigate to ‘Stakeholder Master’.
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Click on ‘Update Stakeholders’ button on the left.
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Once on ‘update stakeholders’ screen, select project (like Ireland, chandler), date range, group (like Tool Owner, AE Design Lead, Trade Electrical).
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Once data is loaded on the grid, right click and a pop up will appear.
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On the pop up, click on ‘Export’ and select ‘CSV Export’ or ‘Excel Export’.
Export based on Group for each Tool
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Navigate to ‘Stakeholder Master’.
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Click on ‘Action’.
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On the dialog box that appear, search role in the ‘search’ box.
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Then click on ‘Export to Excel’ button.