Export financial plans to Excel

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You can export any financial plan to Excel.

Proceed as follows:

  1. In the project, under the Financials tab, click Planned or Tracked.
  2. Select the plan you want to export to Excel.
  3. Click the three dots on the right side.
  4. Select Export to Excel from the Actions menu.
  5. The Excel file with all entries of the selected financial plan will be created and downloaded.