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".

Export Scope Data from Plannerly

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 scope sections.

Scope export filter window

Permissions Required

Please ensure you have Export permission enabled in your role settings to access these options.

For a quick walkthrough, watch this short video:
Watch the Scope Export Video