The Project Scope Export is a useful feature that enables project managers to extract detailed information about Project Scope and associated costs. The feature includes essential Project information such as Project name, ID, portfolio, client, status and budget amount, as well as a comprehensive list of Project Scopes grouped into Phases and Work Categories.
Each Ccope will contain details such as the Members involved in the Scope, their Rates, the Scope's description, the Scope estimated hours, and estimated dollars, as well as the percentage of completion.
With the Project Scope Export, users can easily assess the Project's overall Scope, track costs, and monitor progress against established timelines. Additionally, users can use the exported data to generate custom reports, share information with stakeholders or clients, or transfer Project data to other software programs for further analysis. Overall, the Project Scope Export is a critical tool for effective Project management and helps ensure Project success.
What does it look like?
The file will include the following fields and columns:
Project
Project Title: Project name
Project Number: Project number
Portfolio: Portfolio name
Project Client: Project client name
Project Status: Proposal, Active, Hold, Completed
Project Budget: Project total budget
Billable: True/False, if the project is billable or not
Phase
Phase: Phase Name
Phase Number: Phase number
Status: Not started, Active, Hold, Completed
Contract Type: Fixed Fee, Hourly, Internal
Budget: Number, Budget amount of each phase
Billable: True/False, if the phase is billable or not
Dates: Planned dates of the phase
Work category
Work Category: Work category name
Status: Not started, Active, Hold, Completed
Contract Type: Fixed Fee, Hourly, Internal
Budget: Number, Budget amount of each work category
Billable: True/False, if the work category is billable or not
Dates: Planned dates of the work category
Scope info
Member: Member assigned to the scope
Rate: Member's rate
Description: Description of the rate
Scope (in hour): Estimated hours
Scope (in dollar): Estimated cost
Completed: Percentage of completion on each member
Project Total: Total estimated hours and dollars, total completion percentage
Phase Total: Total estimated hours and dollars, total completion percentage
How to export?
Click the Scope tab on the Budget Modal.
Click the three-dot icon next to Scope on the Budget Modal and select the desired Download option.
This modal can be triggered from various spaces in Mosaic by clicking "Budget" or "Edit Budget" button.
Planner
Reports
Project > Budget tab
An alternative way to get to the Scope tab of the modal is to click Scope on the Project page.
Click Edit Scope.
The Budget Modal will open and bring you directly to the Scope tab.
The file will be sent to the email address of the current user once it's ready.
You will see the notification icon with a number on the top right when the file is ready to download. Click the icon to go to notifications page.
On the notifications page, the notification looks like this. Click on the download button to download the file.
The email will look like this. If there is an issue with the Download Exported File button, there is a link at the end of the email that can be copied and pasted into a browser to download the file.
Note: The download link in the email will expire after 24 hours. If the export needs to be downloaded after the link is expired, repeat the export process.
Sample Export
Download a sample XLSX export (Coming soon)
Recent Updates
March 2024
Add currency symbol to columns
Project Budget
Phase Budget
Scope (Bill)
January 2024
Added Project Currency column on csv export