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Manage financials › Project Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export financials as Excel or CSV file

Export the costs or baseline comparison data of your projects to share them with your stakeholders.

Before you begin

Role required: it_project_manager

Procedure

  1. Navigate to Workspaces > Project Workspace and open a project.

  2. Select Financials from the left menu.

  3. Select the Export option (

Image omitted: fin-export-option.png
Downward facing arrow indicating download option.\).
  1. In the Export side panel, select Excel or CSV from the File type list and select the Export button (
Image omitted: fin-export-button.png
Export button.\).
The financials data is download as an Excel or CSV file with `name_fin_mmddyy` naming convention. The breakdown of the naming convention:

1.  name - fetches the first 10 characters from the name of the planning item.
2.  fin - denotes that the file has financial data.
3.  mmddyy - system date format when you're exporting this data.
For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads `documentat_fin_012624`.

**Note:** You can export financials data from Cost view and Baselines comparison view.

Parent Topic:Managing financials for your projects