Financial Planning - Export Summary to Excel

What's New?

 The data you input in to the Financial Planning feature can now be directly exported into an excel spreadsheet.  


Whether you are applying for project funding or giving a price estimate to a customer, you can easily utilize essential Financial Planning information and share with people inside or outside your Clarizen organization at the click of a button. 

How it works

Once you have chosen the Financial Planning view, you can select which data you would like to focus on. A MonthlyQuarterly, or Yearly view of the budgeted allocation of your project throughout your resources (both Labor and Non-Labor).  Click on the Export to Excel to immediately generate a spreadsheet with the data you have selected.


Please note: What you see is what you get.  That is, the information shown in the view above, with the fields you select is exactly what will appear in the spreadsheet.  If you would like to see the long term budget you would select the Yearly view as appose to the Monthly view, and the corresponding data will be exported to excel.



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