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How to Export the WBS Assignment to Excel?

Save the assignment and export it to an Excel workbook

Create your first baseline 4 steps Updated October 1, 2026

Guide 25 of 36 in Baseline creating
  1. Save the assignment

    Click Save. The message Assignment saved appears.

  2. Click the export button

    Click the second FILE button in the toolbar.

  3. Choose the file name and folder

    In the Export WBS Assignment View window, choose the folder, keep or change the file name, and click Save.

  4. Check the message

    The message Assignment view exported shows where the Excel workbook was saved.

    Tip: You can edit the percentages in Excel and import the workbook back into the software.

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