Skip to main content

Export RACI Matrix

The RACI matrix can be exported to PDF, CSV and Excel

Hylet Pistorius avatar
Written by Hylet Pistorius
Updated over a month ago

Quick Steps

  1. Navigate to the RACI Matrix

  2. Select the grey export button located in the top right corner of the map. A dropdown will appear with the options PDF, CSV, Excel

  3. Select the relevant option. The file will download and can be located in your downloads

PDF (Portable Document Format)

The PDF export will include all the fields from the data table, provided there is sufficient space to display them. If the process has more than 10 associated roles, the RACI matrix cannot be exported to PDF due to space constraints. We recommend that it is exported to CSV or Excel.

CSV (Comma Separated Values)

The CSV export will contain all the fields from the data table.

Excel

The Excel export will contain all the fields from the data table.

Did this answer your question?