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

To ensure export files and other key updates are delivered successfully, both the Organization and Individual Email Notification settings must be enabled.

Organization Email Setting

Admins can control whether Members receive notification emails by enabling or disabling the Organization Notification Email setting on organization level.

Learn more about Organization settings > General

Admins can control whether Individual Member receives notification emails by enabling or disabling the Email Notification setting.

Learn more about Organization settings > Members

Individual Email Setting

This setting will match Organization settings > Members. Therefore the Admin can override this 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