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How to Export the Cost Loading to Excel?

Export the cost view to an Excel sheet you can share with managers

Create your first baseline 5 steps Updated October 1, 2026

Guide 33 of 36 in Baseline creating
  1. Select the view

    Select the Cost view. The export uses the view that is currently open.

    Note: The same export works for the Resources and Duration Calculation views.
  2. Click Export File

    Under FILE, click the Export File button (Ctrl+D).

  3. Choose the folder

    In the save window, pick the folder, for example Desktop.

  4. Save the file

    Click Save.

  5. Confirm the export

    The Export Complete message shows the file path. Click OK, then open the file in Excel.

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