Export financials as Excel or CSV file

Export the costs or baseline comparison data of your projects to share them with your stakeholders.

Before you begin

Role required: it_project_manager

Procedure

1. Navigate to Workspaces > Project Workspace and open a project.
2. Select Financials from the left menu.
3. Select the Export option ().
4. In the Export side panel, select Excel or CSV from the File type list and select the Export button ().
   The financials data is download as an Excel or CSV file with name_fin_mmddyy naming convention. The breakdown of the naming convention:

   1. name - fetches the first 10 characters from the name of the planning item.
   2. fin - denotes that the file has financial data.
   3. mmddyy - system date format when you're exporting this data.

   For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads documentat_fin_012624.

   Note:

   You can export financials data from Cost view and Baselines comparison view.