Export a Project

Note:

The project export option creates an XML file that includes the complete set of project data. You can use this XML export to create a backup copy of your project data. As an alternative, you can also create a copy of a project. See Copy a Project.

  1. Select Project Data > Projects in the Navigation Menu. The Manage Projects tab window displays.
  2. Click Export in the Ribbon Menu and then click To XML. A separate Export To XML window displays.
  3. Select the Project you want to export from the dropdown. The window displays a list of the assigned account structures (WBS), project structures (calendar, rates, and resources), user defined code structures, and account or work package documents for the project. Any items with a Select check box enabled can be checked or unchecked to control what is included in the export file.
  4. Click Export.
  5. Navigate to the directory where you want to save your export file, enter a file name, and click Save. The file is saved as an XML file type (.xml).
  6. Optional. Open the XML file to view the data export. Typically you would use your default web browser to view the file unless you assigned another application to the .xml file type.
  7. Optional. Close the Manage Projects tab.