Wherever you review time and budgets related data, you will see a download icon or Export link to download all displayed time and budget related information. To export this data, you must have the Time Administrator user permission.
Exports available with time and budget data include:
- Contacts (Time & Budget tab)
- Work items (Time & Budget tab)
- Work (kanban)
- Time (timesheets)
- Time (colleague utilization)
The export data is typically used for:
- Providing a consistent Excel download to use with your own custom reporting.
- Transferring your up-to-date time & budget data to your preferred time tracking or billing solution of choice.
Remember that whatever data you are viewing is the data that you will be downloading. Be mindful of your filters and data fields being displayed.