Export a Snapshot

  1. Navigate to the Budget tool.

  2. Click Budget or Forecasting tab.

  3. Create or view a snapshot.

    Note icon Note

    Ad Hoc and Project Status Snapshots are available for the Budget tab. Only Ad Hoc Snapshots are available for the Forecasting tab.

  4. (Optional) Choose the budget view and apply any filtering or grouping options to the snapshot.

  5. Click Export.
    export-budget-forecast-snapshot.png

    Note icon Note

    Because CSV is a flat file format, any applied grouping options are not included in exports to CSV.

  6. Choose one of these options from the menu:

    • CSV. This downloads a CSV file to the location configured in your web browser.

    • PDF. This opens a PDF version of the file in a new browser window. To download it, use the options available in your web browser's PDF viewer.

Analyze Variance
Export a Snapshots List