Planner Project Export

To export Work Plans from the Planner view:

1. Click the three-dot button next to the Sort option.

2. Select Download from the dropdown menu.

3. Choose the desired file format:

   • .CSV

   • .XLSX, with further options to export:

     • By Phase

     • By Member

For more details on the data included in exported files and to view a sample export, please refer to this article