Export Work Package Data

You can save summary work package data to a local file system in a CSV or Excel format.

To export work package data

  1. Open the Work Package
  2. From the Work Package window, click the Print button.
  3. Select one of the following options:
    • Print
    • Export To CSV
    • Export To Excel

      Notes:

      • For export to Microsoft Excel, the system currently supports only Euro (EUR) and United States Dollar (USD) currency symbols.
      • If you export data from a business process (BP) record, sheet (such as an Activity Sheet), or log (such as Company Funding Sheet Log) to Excel, be aware that depending on how your negative values are formatted, you might need to configure your columns in Excel to match the correct data type (Number). Otherwise, the columns will not be treated as numeric and will not sum as expected. One supported format includes placing the negative sign between the currency symbol and the amount (for example, $-1,000).

Depending on your browser or your export selection, the file will be downloaded automatically, or you will be prompted to download the file manually.


Last Published Sunday, July 20, 2025