As a PM, RM, I can export to Excel

Project managers (PM), other managers (PMA, PMO, PfM, PgM), and also Resource Managers (RM), can export TMs’ timesheets to Excel for the visible period at TIMESHEETS > “download” icon [🡫]:

The result is a downloaded comma separated values file (extension .csv). Follow the next steps to transform it to an Excel file:

• Create a new Excel file. Change import data regional configuration to English at Data > Query Options > Regional Settings:

• Import data from csv file. Use format Unicode (UFT-8):

• See the final result:

Likewise, Project managers (PM), other managers (PMA, PMO, PfM, PgM), and also Resource Managers (RM), can export TMs’ expenses to Excel for the visible period at EXPENSES .

Frequently Asked Questions

Who can export timesheets or expenses to Excel in PMPeople?

PMs, PMA, PMO, PfM, PgM, and RMs can export timesheets and expenses using the download option on the TIMESHEETS and EXPENSES tabs.

What format is the exported file in?

The data is exported as a CSV file, which can be opened or imported into Excel.

How can I properly open the CSV in Excel with correct formatting?

Create a new Excel file, set the regional settings to English, and import the CSV using UTF-8 encoding.

Can I export data for any period?

You can export data only for the visible period shown in the TIMESHEETS or EXPENSES tab.