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Export the Business Case of a project

Last update: Mon Aug 04 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

CREATED FOR:

  • User

You can export the Business Case to a PDF file, in case you need to print it or attach it to an email in a more condensed format.

Access requirements

Expand to view access requirements for the functionality in this article.
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ÃÛ¶¹ÊÓƵ Workfront plan*

Current: Prime or higher

Legacy: Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*

Current: Light or higher

Legacy: Review or higher
Access level configurations View access to Projects, Financial Data, and Resource Management
Object permissions View or higher permissions on the project

*For information, see Access requirements in Workfront documentation.

Export the Business Case

  1. Go to the project that you want to export the Business Case from.

  2. Click Business Case in the left panel.

  3. In the upper-right Business Case Summary area, click Export.

    A PDF file is downloaded to your computer. The file contains all areas of the Business Case in an easy to read format.

  4. (Optional) Attach the PDF file to an email, or print it to share it with others.

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