Export a project from Project Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

    Antes de Iniciar

    For Microsoft PowerPoint:
    Importante:
    Export to PowerPoint is currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. Please check for availability updates in future releases.

    Role required: it_project_manager

    Por Que e Quando Desempenhar Esta Tarefa

    Create a project or use an existing project to download it in the required file format. You can choose to export the project data in Excel, CSV, PPT, MS Project (MPP), and XML file format.

    Exporting the project is beneficial if your stakeholders prefer a file rather than using a dashboard. It also helps the wider audience or external stakeholders who don't have access to the dashboards but are waiting for an update.

    Procedimento

    1. Open a project from the home page of Project Workspace.
      For information, see Access the new Project Workspace.
    2. From the More actions menu (More actions menu icon.), select Export project.
    3. Select the file format and then select a template if needed.
    4. Select Export.
      Only the columns that are visible in the Planning page of the project are exported.

    Resultado

    The project is downloaded in the selected file format.