Exporting data

Exporting requires View and Edit permissions.

You can export your Forecast schedule data to CSV files, which you can open in any spreadsheet editing program to further analyze on your own.

  1. Click Export in your top menu bar.
  2. Choose whether you’d like to export your Projects schedule or Team schedule.
  3. Choose between a Weekly or Monthly time format.
  4. Select the timeframe you’d like to export.
  5. Click Export.

Export page view

Projects schedule exports have columns for Client, Project, Project Code, Project Label, Project Tags, Person, Roles, and hourly totals for each week or month included in the report.

Projects export example

Team schedule exports have columns for Person, Roles, Capacity, and hourly totals for each week or month included in the report.

Team export example

Still have questions? We’re happy to help!

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