Exporting Projects & Views
Individual projects can be exported to Microsoft Project in the Projects area. Click the 3 vertical dots ( ⋮ ) to the left of the project's name. Click Export to MS Project, as seen here:
...then choose the format for your version of Microsoft Project (.mpx or .xml), then click Start Export to confirm.
Note: You can also export a project to MS Project from the <strong>Project List </strong>under Reports.
The Category field will be mapped to the Text 1 field in Microsoft Project. The Description field will be mapped to the Text 2 field in Microsoft Project. Microsoft Project may not display these fields by default, so you may need to add these columns to your project file’s display.
If you are using <a href="https://workzone.helpscoutdocs.com/article/243-projects-custom-fields">Projects Custom Fields</a>, when exporting to Microsoft Project, custom fields will be exported as Text 3-12.
The current view in Projects can be exported to Excel. Click the
Export to Excel option under the 3 vertical dots ( ⋮ ) at the top.
The displayed projects and associated tasks will be exported as an Excel spreadsheet. To export all active projects and tasks, make sure that you have removed all current filters (the "x" to the right of the
Filter button at the top).
The Excel file will have individual tabs showing information for Projects, Tasks and Task Comments.