Project Workspace - Export list of projects to Excel

[Alpa82]

Hello community,

Is there a way to export list of projects to excel, directly from the project workspace?

I believe I saw it somewhere but cannot find it in our instances that are on Yokahoma.

Would you know if such Export button exist or is yet to come in some upcoming release?

Thank you

A.

[Namita Mishra]

Hello @Alpa82 ,

You can export the list of projects from Projects - All

Just click on column options (three dots present on the header) and select export as shown in the below screenshot.

 

Note: Ensure you configure all the columns on the project list which you would like in your exported file.

Project Workspace also has export option but that is not for the list of all the projects.

In the project workspace on accessing any of the project, you can export the following for that specific project

Initiating point	Available  Format	Outcome
Planning -> Export Project	Excel	Project WBS along with other columns
	CSV	Project WBS along with other columns
	PPT - you can select a template to export the information in PPT format	Powerpoint deck will export the information based on the selected template.
	MS Project	exported info will be in xml format
	XML
Financials	XML	exported file will contain financials of that project
	CSV
Docs -> Export as pdf	pdf	selected document will be exported in pdf format
Status Report -> Export as pdf	pdf	selected status report will be exported in pdf format

Hope this helps and if it does please mark the answer as correct to help me and community.

Thank You!

Namita Mishra

[NikZ]

Hi Namita,

It appears as though you are providing how it works in Classic.  Can you provide the same guidance for Project Workspace?

Thank you,

Nick

[Namita Mishra]

Hi @NikZ ,

Please see the updated response. I have added the information of export from project workspace... However that would be helpful to export the information from specific project and not for all the projects.

Hope this helps !

Thanks!

Namita Mishra

[Alpa82]

Hi @Namita Mishra thank you for your response. I am aware of this function to export from classic list of records however our users will be using project workspace to manage their projects . Project workspace is being promoted but is missing functionalities that are available in the classic UI,  therefore sending users back to the classic list if they have a  list of projects in the project workspace seems not good user experience.

Could you please confirm if there exist export to excel function in the project workspace and if it does not, is it in the backlog soon to come?

Thank you

A.