How to create exports from the budget overview

You can export your budget at any time based on the current view and selected columns. Open your project budget and follow You can export budget data from a project to share it externally or analyze it in other tools. There are four export formats available.

1. Go to the budget overview

1. Go to Project overview.
2. Click on the project you want to export.
3. In the Budget view, click the Export button in the top-right corner.
4. Choose one of the four available export types.

2. Export types explained

PDF

Generates a PDF file that mirrors the current view of your budget.

• Expanded cost headings will show all underlying line items
• Collapsed headings will only show summary rows
• The layout reflects what’s visible on screen

XLSX (only visible columns)

Creates an .xlsx file including only the columns currently visible in your budget.

• Use column filters to customize what’s included
• Good for quick exports with just the data you need

XLSX (change and import)

Exports an .xlsx file formatted for editing and re-importing.

• Use this for bulk updates
• Includes columns required for re-import
• See how to use the change and import format

Cost lines XLSX

Lets you define a time frame to export all approved costs.

• Each budget line includes a list of approved costs during the selected period
• Useful for reporting and reconciliations

Tip: Use cost lines export to generate monthly or quarterly approved cost reports.