Export Generic Cost Sheet data

You can export the structure of a generic cost manager.

Print options

In the Generic Cost Manager log, click the sheet, click the gear menu (  ), and select Open to open the Generic Cost Manager window. From the toolbar, click Print and select one of the following:

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).

Export options

In the Generic Cost Manager log, click the sheet, click the gear menu (  ), and select Open to open the Generic Cost Manager window that displays all the columns. Click Menu Options (  ), click Export, and select one of the following options:

Summary Sheet
Cost Codes
Column Data

Proceed with following the prompts.

Note: If you open the CSV file, you will see that it contains notes regarding modifying the columns and data in the exported file for reimporting into a cost sheet. Follow the notes embedded in the CSV file for modifying columns and data in the exported file.

Last Published Wednesday, July 2, 2025