Project Portfolio management
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07-31-2023 06:07 AM
How do we export the data from Manage cost plan option?
When we click on the "Manage" option of Cost Plan, it displays the cost plan, but there is no option to export the data to an excel file, Is there any option to export the data to excel?
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07-31-2023 07:19 AM
Hi, if you are looking to export all of your Cost Plan data, then if you go into the project via the Project Workbench and then click on the Financial tab, then you can export the data by clicking on the Configuration icon on the right-hand side of the page.
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08-04-2023 05:15 AM
I am able to export using this option. Thanks for your help.

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08-01-2023 02:13 AM
Hi @seshadri Please have a look at these community post. This might help you.