Export a Project to MS Excel

    Inspire Planner provides you with the ability to export your project to MS Excel. To learn how, start with the video below.


    First, navigate to the project you wish to export to MS Excel. Then click on the Export to Excel icon within the Project toolbar on the left.

    The Excel file will be downloaded automatically in .csv format. If you are using Google Chrome, the downloaded file will appear at the bottom of your browser. If you are using Firefox, you will be prompted to open the file. Make sure that you have set Firefox to allow pop-ups.


    Please note:
    Read, Create and Edit permissions to Documents are required to be able to export projects to Excel. Please refer to Inspire Planner - Standard Permission Set Inclusions for our permission set inventory.



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