ProcessPro

Navigate to the <a href="https://help.processpro.io/en/articles/11093992-raci-matrix">RACI Matrix</a>

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

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

1. Navigate to the <a href="https://help.processpro.io/en/articles/11093992-raci-matrix">RACI Matrix</a>
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

RACI allocations will be displayed as coloured chips, using the colours configured in the system. The PDF export will include all fields from the data table, provided there is sufficient space to display them. If a process has more than 10 associated roles, the RACI matrix cannot be exported to PDF due to space constraints. In these cases, we recommend exporting the matrix to CSV or Excel instead. 

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

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

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

Export RACI Matrix

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Export RACI Matrix

Quick Steps

PDF (Portable Document Format)

CSV (Comma Separated Values)

Excel