Exporting/Importing from Excel

Codes can be exported as part of a linked Excel report or as a single standalone spreadsheet. The WBS can be exported as a standalone spreadsheet. Instructions for both are provided below

Steps

Exporting the Linked Excel Report

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Click the List icon List-button-for-web in the upper-right corner of the Codes Manager.
  3. Choose Export Linked Excel File (Default Report).

NOTE: For a detailed explanation of this report, see Object Data and Tables in the section Exporting Linked Reports.

Exporting a Standalone Spreadsheet

  1. Click Tools > Open Codes Manager from the menu bar. The Codes Manager will open.
  2. Right-click on the columns at the top of any list.
  3. Choose either Export Displayed Rows & Columns or Export All Rows & Columns.