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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export a project from Project Workspace

Export your project as a file from Project Workspace. Use this file to provide project updates to external stakeholders or a wider audience. Save time by generating an export file with the latest information and avoid copying information into different files.

Before you begin

Note: Export to PowerPoint is available only in the GCC, NSC, SPP-AU, SPP-SG, and Australia IRAP-Protected data center environments.

For Microsoft PowerPoint:

Important: Export to PowerPoint is currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. Please check for availability updates in future releases.

Role required: it_project_manager

About this task

Create a project or use an existing project to download it in the required file format. You can choose to export the project data in Excel, CSV, PPT, MS Project (MPP), and XML file format.

Exporting the project is beneficial if your stakeholders prefer a file rather than using a dashboard. It also helps the wider audience or external stakeholders who don't have access to the dashboards but are waiting for an update.

Procedure

  1. Open a project from the home page of Project Workspace.

    For information, see Access the Project Workspace.

  2. From the More actions menu (

Image omitted: more\_options\_icon.png
More actions menu icon.\), select **Export project**.

  1. Select the file format and then select a template if needed.

  2. Select Export.

    Only the columns that are visible in the Planning page of the project are exported.

Result

The project is downloaded in the selected file format.

Parent Topic:Managing projects with Project Workspace