Export a project to Excel

Branch preview. Project export is not yet generally available. The screenshots show the unreleased branch UI.

What the workbook contains

The workbook always has an Overview sheet. Every other sheet appears only when the project has rows for it.

Sheet	Contents
Overview	Company, source, status, health and health reason, current phase, project type, dates, percent complete, hours, budget and actual cost, customer PO, outcome, summary, details, contacts, project custom fields, and a linked list of the other sheets with their row counts.
Phases	WBS, phase, parent phase, status, scheduled and actual dates, deadline, scheduled, budget and actual hours, milestone flag, and task and open-task counts.
Tasks	WBS, PSA reference, task, phase, status, priority, owner, budget and actual hours, closed flag and date, scheduled dates, description, and task custom fields.
Time Entries	Date, member, task, phase, hours, billable option, work type, and notes, oldest first.
Team	ConnectWise project team assignments with role, work role, hours, and dates.
Milestones	Title, status, planned and actual dates, client visibility, linked phase or task, description, and notes.
Updates	Week, summary, done, next, risks, decisions needed, posted date and author, and client visibility.
Decisions and Action Items	Title, type, status, urgency, due date, assignees, description, response, completion, and linked phase or task.
Deliverables	Title, status, due and completed dates, client visibility, linked phase or task, description, and document names.

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.

Troubleshooting

Symptom	What to check
The button is missing	You are signed in as a Company user. The export is for MSP staff.
A sheet is missing	The project has no rows for that part. Team appears only for ConnectWise projects with team assignments.
Details is blank on a PSA project	The workbook prints Details only when the project has written text there. Use Summary and Outcome for PSA-synced projects.

What the workbook contains