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Branch preview. The screenshots show the pre-release project page.
This page shows MSP staff how to download a project as an Excel workbook. The Export to Excel button is not shown to Company users, because the workbook includes internal content such as hours, budget, and items that clients cannot see.

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Before you start

  • You need MSP staff access to the project, with project read permission.
  • The export works for PSA-synced and native MSPortal projects. It changes nothing in MSPortal or your PSA.

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Export the project

1

Open the project

Open Projects and click the project.
2

Click Export to Excel

Click Export to Excel in the page header. MSPortal builds the workbook and shows Project exported to Excel. If it fails you see Failed to export the project.
3

Open the file

Open the downloaded .xlsx file, named after the project. Start on the Overview sheet.
Branch preview: Export to Excel button in the project page header

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What the workbook contains

The workbook always has an Overview sheet. Every other sheet appears only when the project has rows for it. Branch preview: Tasks sheet of an exported project workbook with a total row for budget and actual hours

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Work with the sheets

  • Each data sheet has a frozen header row with filters, so you can sort and filter in Excel straight away.
  • Hours and counts are numeric cells. Phases, Tasks, Time Entries, and Team end with a Total row.
  • Phases and tasks follow WBS order.
  • Documents are listed by name. The files themselves stay in MSPortal.
  • The workbook uses your tenant’s brand color and your current language. Custom fields follow your role’s field access.

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Troubleshooting

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Frequently asked questions

No. The workbook includes internal data, so the button is for MSP staff only.
No. Documents are listed by name only. The files stay in MSPortal.