Export planning items data from Scoring to Excel or CSV

task brazil Updated Sep 10, 2026 1 min read export-planning-items-data-from-scoring.md

Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

Before you begin

Role required: sn_align_core.apw_user

Procedure

Navigate to All > Strategic Planning > Strategic Planning Workspace > Portfolio Planning.
From the list of portfolio plans, select one and then select Scoring.
Verify that the columns you want to export are personalized.

Note: If the filters are applied on the view, the filtered data is exported.
Use the personalized side panel to export the data of your portfolio plan items.
1. Select Export icon ([Omitted image "icon-export-data.png"] Alt text: Export icon.).
2. From the File type drop-down on the Export window, select Excel or CSV to export the data to a Microsoft Excel or CSV file respectively.
  
  A file with the selected format is exported. By default, the name of the file is ABC_Scoring_List where ABC is the name of the portfolio plan you exported the data from.

Parent Topic:Scoring planning items in Strategic Planning Workspace

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---
title: Export planning items data from Scoring to Excel or CSV
description: Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/it-business-management/scenario-planning-in-spw/export-planning-items-data-from-scoring.html
release: brazil
product: Scenario Planning in SPW
classification: scenario-planning-in-spw
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Score planning items, Portfolio Planning in Strategic Planning Workspace, Strategic Planning, Strategic Portfolio Management]
---

# Export planning items data from Scoring to Excel or CSV

Export the data of portfolio plan items from your portfolio plan into a Microsoft Excel or CSV file. You can share this data and collaborate with your business stakeholders.

## Before you begin

Role required: sn\_align\_core.apw\_user

## Procedure

1. Navigate to **All** &gt; **Strategic Planning** &gt; **Strategic Planning Workspace** &gt; **Portfolio Planning**.

2. From the list of portfolio plans, select one and then select **Scoring**.

3. Verify that the columns you want to export are personalized.

**Note:** If the filters are applied on the view, the filtered data is exported.

4. Use the personalized side panel to export the data of your portfolio plan items.

1. Select Export icon \(\[Omitted image "icon-export-data.png"\] Alt text: Export icon.\).

2. From the **File type** drop-down on the Export window, select **Excel** or **CSV** to export the data to a Microsoft Excel or CSV file respectively.

A file with the selected format is exported. By default, the name of the file is **ABC\_Scoring\_List** where ABC is the name of the portfolio plan you exported the data from.

**Parent Topic:**[Scoring planning items in Strategic Planning Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/it-business-management/scenario-planning-in-spw/using-scoring-frameworks-in-startegic-planning-workspace.md)