Export the project data using the Export module, Project form, or Planning Console. Save the export file to a folder on your system in the Microsoft Project (MPP), XML, or CSV format.

Before you begin

Role required: it_project_manager

About this task

Projects must use either the Project Management Schedule or the Default MS Project schedule before they can be exported.

The option for exporting the project data in MPP and CSV format is available when exporting a project from the Planning Console. Only the columns which are visible in the Planning Console are exported.

Procedure

  1. Export the project data from any of the following options.
    LocationSteps
    From the Export module
    1. Navigate to All > Project > Projects > Export.
    2. Select a project From the Project to export list and click Export.
    From the Project form
    1. Navigate to All > Project > Projects > All.
    2. Open the project that you want to export.
    3. In the Project form, select Export to MS Project from the context menu.
    From the Planning Console
    1. Navigate to All > Project > Projects > All.
    2. Open the project that you want to export.
    3. In the Project form, click the Planning Console related link.
    4. In the Planning Console, click the more actions icon (More actions icon) and select the Export option.
    5. In the Microsoft Project Export dialog box, select the file format.
    6. Click OK.
  2. (Optional) A dialog box might prompt you to save the export file.
    Save the file as an XML file. If you are exporting the project from the Planning Console and selected the CSV option, you can save the file in CSV format.
    Note: Depending on your browser setting, the browser might automatically save the file to your Download folder.

What to do next

  • Use the MPP file to import the project data into a Microsoft Project.
  • Use the XML file to import the project data into other ServiceNow instances or Microsoft Project.
  • Use the CSV file to view project data using other applications.