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Export Budget vs. Actual List (Web)

You can export your budget versus actual data to CSV directly from your Projects list. This article explains how to: Export your budget versus actual data to CSV Find the export option from the Projects list

Before You Begin

  • Budgets must be set up on your projects for actual data to populate the export

  • You must have permission to view Projects and Budgets

Export Budget vs Actual List

Use this method to export budget versus actual data across your projects.

Steps:

  1. Go to Budgets

  2. Click the 3 dots in the upper right corner

  3. Click Export

  4. Your file will download with your current budget versus actual data

What Happens After You Export

  • A CSV file downloads with your budget versus actual data, including project name, budgeted amount, actual amount, and variance

  • The export reflects whatever is currently in the Projects list at the time you export

  • You can open the file in Excel, Google Sheets, or any spreadsheet program

Important Notes

  • This export is currently only available from the top-level Projects list. If you are inside an individual project, this export option is not there yet.

  • This export is available on the web only.

Frequently Asked Questions

Can I export budget versus actual data for just one project?

Not yet. The export currently works from the top-level Projects list only. If you click into an individual project, this export option is not available there.

Where do I find this export?

On the top-level Projects list, the same view you would use to see your full list of

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