Export project data to Excel/CSV

📝Overview

Purpose

• Export project 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 project data
• Users preparing reports or sharing project information with stakeholders

Pre‑requisites

• Existing projects in the platform

Permissions required

• Access and permission to manage projects

📹Demo walkthrough

💭How‑to guide

Step 1: Click on the Download button

Click the Download button on the upper right corner of the Allocations page.
Two options should appear: Excel or CSV (with more options coming soon)

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.