Exporting Data to a CSV

  • Only Filtered data will be downloaded when exporting to a CSV

  • You can download data to a CSV from any View, Published Version or from the Resource Overlay

  • The Export CSV files will be downloaded in a .zip

This guide is for you if you're looking to download the raw data from your plan to a CSV file! We will cover how to download the data and the content you receive when you export.

How to Download Data

You can download data to a CSV from any Live View (Gantt, Map, Board & List).

  • Open your desired View

  • Set any Filters and Date Range to show the data that you want to download

  • Click View Options

  • Select Export Tasks to CSV from the list

  • Your tasks will be downloaded into a CSV File

Live Plan & Published Version Export Contents

After generating the export, you will receive a zipped file containing two CSV files:

  • Progress Updates: Provides insights into delay information and performance data within the project.

  • Task Export: Includes all task information formatted for easy aggregation and analysis.

Resource Overlay Export Contents

After generating the export, you will receive a zipped file containing two CSV files:

  • Total Task Utilisation: The number of Tasks that have the Resource assigned per day

  • Total Project Utilisation: The daily allocation of the Resource

Last updated