The Projects 'Export' button, located at the top right of your Projects screen, provides you with a few ways to export your Project list to a CSV file - you can:
- Export your list as displayed on the projects page
- Apply filters, then export
- Or by selecting a previously saved Projects Export template
How to Export your Projects List
If you want to export your projects to a CSV file, you can do that by clicking on the 'Export' button. This will extract your project list as a CSV file and add it to your device's download files list.
If you want to export your project list with a filter/filters applied (by Keyword Search, Project Manager, Stage, Status, or Type), select these first before clicking the Export button. This will again extract your project list as a CSV file and add it to your device's download files list.
If you have a previously saved custom export template, clicking on the export button will open the 'Export Project List' pop-up, where you can choose via the template drop-down, how to export your Project list:
- Standard Export - will export only the data displayed on screen - with any filters applied
- Or you can select any previously saved Project export template - all of which will be listed here
Once an option above is selected, the 'Export' button will become clickable. Click on it to again extract your Project list as a CSV file and add it to your device's download files list.
Note: To create a custom Projects List export template, check out our Projects - Custom Export Templates FAQ for assistance.
