Downloading Project details in CSV or Excel format

Owned by Kevin O'Brien (Unlicensed)
Last updated: Aug 23, 2018
1 min read

The Projects data on your Projects page can be downloaded in CSV or Excel format. This could be useful for multiple reasons, including transferring Projects information to other systems, data analysis, audit trails and presentations.

The CSV and Excel downloads will have an identical format to the Projects as displayed on the Projects page. This means any filtering (for example, by Project status or time-period) will be reflected in the downloads.



To download Project data:

  1. On the Projects page, search for / filter your Projects as required.
    See Searching / Filtering / Displaying Projects

  2. Click the CSV or Excel button.
    Your Project data will download.
  3. Open your CSV or Excel file from your computer's hard drive (probably in the Downloads folder) and edit / save as required.