---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Export rate lines to a file

# Export rate lines to a file {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Export rate lines to a Microsoft Excel or CSV file to quickly update or add new rate lines and import them back into the rate model.

## Before you begin

Before exporting rate lines, define the criteria of the rate model by adding
attributes to it. The downloaded export file includes columns corresponding to the
selected attributes and the following default columns:

Role required: pps_admin or it_rate_model_admin.

## About this task

Besides [creating rate lines](https://servicenow-prod.fluidtopics.net/54xfRaIJgxfPCk0NKxDoMg "In a rate model, create a rate line to define an hourly rate based on a set of criteria for a given date range.") one at a
time, you can add multiple rate lines into a rate model using the export and import
rate lines functions.  
* Rate Model
* Number
* Start Date
* End Date
* Currency
* Rate
* Rate Type  
  Note:  
  The Rate Type column is available only if the Rate type check box is selected for the rate model.
{#export-rate-lines__ul_fng_vvt_2fb}The number of criteria columns depends on the number of attributes added in the rate model.

## Procedure

1. Open a rate model by performing one of the following actions:
   * Navigate to AllProject AdministrationRate ModelAll.
   * Navigate to AllTime SheetsRate ModelAll.
   {#export-rate-lines__choices_fx5_hwb_kfb}
2. On the Rate Model form, select the View Rate Lines related link.
3. Select the more actions icon (![More actions icon]()) and then select the Export to CSV option.  
   A dialog box might prompt you to save or open the export file. By default, the file has the same name as the rate model. However, you can specify a different file name. Save the file either as a CSV file or Microsoft Excel (.XLSX) file.  
   Note:  
   Depending on your browser setting, the browser might automatically save the file to your Download folder.
4. Open the downloaded file using your preferred application.  
   Enter new rate lines or update the existing ones and save the file either as a CSV file or Microsoft Excel (.XLSX) file.

## Result

All rate lines in the rate model are exported to the file. If there is no rate line
in the rate model, the file is an empty template containing only the column names in
the first row.

## What to do next

[Import rate lines](https://servicenow-prod.fluidtopics.net/SocUOFbsBjS1f1fsVFPpzw "Use the import rate lines function to quickly add multiple rate lines from an export file into a rate model.") from
the file into a rate model.

*[\>]: and then