Export allocation data to Excel/CSV
Export allocation data to Excel or CSV to analyze, share, or archive allocation information outside the platform.
📝Overview
Purpose
- Export allocation data for reporting, analysis, or sharing outside the platform
- Maintain the structure, filter, and customizations applied when exporting
Who is this for
- PMOs or managers who need offline access to allocation data
- Users preparing reports or sharing allocation information with stakeholders
Pre‑requisites
- Existing allocations in the system
Permissions required
- Access and permission to manage allocations
📹Demo walkthrough
💭How‑to guide
Step 1: Click on the Export button
Click the Export button on the upper right corner of the Allocations page.
Two options should appear: Excel or CSV
Step 2: Select export option
Choose either Excel or CSV. The file will automatically download to your device
Step 3: View the exported file
The exported Excel/CSV file reflects the current tab, including any applied filters or customizations.
Open the file to review allocation data offline.
