Exporting Scope Data
To export the scope, you have two options:
- Use the File Manager
- Go directly to the Scope tab
Click the Export icon and select "Scope Data".
Choose Your Export Filters
A filter window will appear, allowing you to select exactly what data you want to export. By default, all scope data is selected. However, many teams prefer to apply filters to export only specific milestones, teams, or folders.
Permissions Required
To create exports, your project role needs the Access File Manager and Manage Files permissions. Managers have them. A Manager can switch Manage Files on for other roles, except Viewer.
Excel exports also need a paid plan that includes Scope, or an active trial. If you're on an earlier plan, you keep it. See pricing.
For a quick walkthrough, watch this short video:
Watch the Scope Export Video
