Data Export

Data may be exported and downloaded from specific locations in the web application by users who have access to the location that provides the export.

CSV and XLS Formats

Here is a list of spreadsheet (CSV and XLS) exports by space.

Use .csv to export raw data for easier manipulation. Select .xlsx option for a pre-formatted version with structured styling.

• Planner

  • Planner Projects

• Portfolios

  • Portfolio Projects

• Projects

  • Project Budget

  • Project Scope

  • Project Tasks

  • Project Timesheets

• Reports

  • Planned Time Report

  • Timesheets Report

  • Workload Report

Ensure that both organization and individual email notifications are enabled to prevent any issues with the delivery of export files.

Organization Email Setting

Individual Email Setting

PDF Format

Here is a list of PDF exports by space.

• Reports

  • Backlog Report

  • Budget Tracking Report

  • Budget Variance Report

  • Planned Time Report

  • Profit Report

  • Role Demand Report

  • Schedule Variance Report

  • Spent Time Report

  • Time Projection Report

  • Time Variance Report

  • Workload Report