Export a Budget

Objective

To export a project's budget to a Comma Separated Values (CSV) or Portable Document Format (PDF) file.

Background

Users can export a project's budget to the CSV or PDF file format. By default, files download to the location configured in the user's web browser. Typically, this is the Downloads folder.

Things to Consider

  • Required User Permissions

    • 'Standard' level permission or higher on the Budget tool.

  • Additional Information
    Exports are supported to these file formats:

    • CSV. Shows all available rows and columns in the budget view. Filtering and grouping settings are not available in this format.

    • PDF. Shows all available rows and columns in the budget view. Filtering and grouping settings are applied in this format.

Steps

  1. Navigate to the Project Budget tool.

  2. Apply any filtering or grouping options to the budget.

  3. Click Export and choose CSV or PDF.
    This downloads the CSV or PDF file to the location configured in your web browser.