Export financials as Excel or CSV file

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Export the costs or baseline comparison data of your planning items to easily share them with your stakeholders.

    Vorbereitungen

    Role required: sn_align_ws.spw_financial_user

    Prozedur

    1. Navigate to Workspaces > Portfolio Planning Workspace and select a planning item.
    2. Select the Financials tab.
    3. Select the Export option (Downward facing arrow indicating download option.).
    4. In the Export side panel, select Excel or CSV from the File type list and select the Export button (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.
      Hinweis:
      You can export financials data from Cost view and Baselines comparison view.