Explicitly Extracting Data via the Ribbon
Project Data | Extract
You can explicitly extract data and store it in the form of Data Definition Programs from the ribbon via the Portfolio | Project Data | Extract split button. The default command indicated by the button is Extract All, meaning data for all projects in the portfolio will be extracted based on the settings within the Data Extraction Options dialog. If you drop-down the split button you'll find two other data extraction options:
- Extract | By ID: - If you know that only a subset of projects have changed, you may extract data for a subset of projects in the portfolio rather than the whole set using their project IDs to identify them. When you choose Extract | By ID... from the drop-down list, the Specify IDs for Extraction dialog comes up with a list of Portfolio groups. Specify which IDs, if any, to extract for each Portfolio group. If left blank, no data will be extracted for that group.
- Specify settings and Extract: Choose this option if you wish to first specify settings within the within the Data Extraction Options dialog prior to extracting all or some of project data. When you choose this option the Data Extractions Option dialog will open. For more information on this see, Data Extraction Options. You'll note that the Create data files option is checked and grayed out. This is because the only thing you are doing is extracting the data into Data Definition Programs; it wouldn't make sense not to create them. Specify whether or not you'd like to extract an earlier revision and the Missing Data setting.
Existing data for projects being extracted is overwritten. Existing data for projects not being extracted remain unchanged. Once data has been extracted, you can check the Use Existing box within Portfolio | Project Data to tell DPL to use the extracted data for Portfolio Analysis and Data Reports. Click the Project Data | Delete to delete all data in the workspace.
If you've indicated that the database is configured for a review index in the Database Specification dialog click the Review Index button to launch the Review Index Information dialog to enter information and assign a code to the Review Periods and Review Tags.
Project Names & IDs
There are two options within this drop-down list:
- Project Names and IDs from Database: This command creates a report of Project Names and IDs from the database. When you choose this option the Data Extraction Options dialog will appear. If you check the Extract earlier revision box and specify a date or leave it un-checked to extract the latest data.
- IDs in Portfolio: