How to export portfolio item and all children?

[Anon Anon]

I need to export a the details for a portfolio item and all children. Is this possible?

Thanks,
Josh

[Anon Anon]

Unfortunately, there isn't a single page from which you can export all of these details.  You can extract the Portfolio item details by adding the desired columns to the Track > Portfolio Item page, then using the export option from the Actions button.  This will create a .csv file with this information.  You can change the type of Portfolio Item on the page to export each type. 

To export information on the child User stories to the Portfolio Items, you can go to the User Stories page and create a custom view which contains the fields you want included.   To create a custom page, click the New Custom View icon on the Plan > User stories page.  The New Custom View editor opens - enter a name.  To show the stories that have a Portfolio Item view, you can use a condition which is Feature != No Entry.  Select which columns should be displayed and in what order.   Once you save the view, you can use the Export option from the Actions button. 

Another option for exporting this data for reporting would be to use the Excel 2010 Plugin.   

The Rally Add-in for Excel provides a quick and easy way to import or export data from your Rally subscription for tracking, reporting, or sharing. The data can be organized in a pivot table or displayed using Excel's built in charting capabilities. Multiple Rally object types can be imported from or exported into multiple worksheets and the data cross referenced for more complex needs.

The plugin can be found here (the download link at the bottom):

http://www.rallydev.com/help/rally-add-excel

The Installation & User Guide is here:

http://www.rallydev.com/help/rally-add-excel-installation-user-guide

[Stephanie Mohler]

Is this answer still accurate or have tool enhancements made this possible?

[System]

Hey Stephanie, I would actually say that using the Custom List app would be infinitely easier to do this. Just add the add, set the work item type to whichever Portfolio Item you want, then add the fields/columns you want, and export!

[Anon Anon]

This works for me, and I get the part of whatever I am exporting, but lose the next parent up.  Is there a way to export  work item and it's entire hierarchy?

[Legacy User]

Instead of using export to excel, csv option; You can just use the Print option and then save as html file.

Then open the html file using excel. It imports from Theme to task level all hierarchy % etc.