Instagantt University
How to Export Your Project to Microsoft Excel

Export as Spreadsheet

Project management is very much about collaborating and communicating. It is so important that, in fact, being able to share information on the go is crucial, especially when you are meeting with external teams, clients, or stakeholders since a lot of times they are not fully aware of the project’s current status or progress.

We understand that this is a priority for you, and with this in mind, we have added a highly functional feature that will allow you to export your project representation to Microsoft Excel. Our feature will also allow you to edit the content of your chart (baselines, dates, tasks) on your spreadsheet.

To give it a try, head over to the Export & Share menu at the top of your project and click on Export as Spreadsheet. A new dialog box will open where you'll be able to choose to export the Gantt chart or the Workload for the project. For the Gantt chart export, the menu will let you choose the columns you want to include in your spreadsheet. Once you are done selecting the columns you want to add to your spreadsheet, click on the Generate button. Wait a few seconds and a Download button will appear. 

For the Workload export, you will be able to select the date format and the export will include not the tasks, but the Estimated Hours assigned to each user on your project, very similarly to Workload view.

That’s it! Your Excel spreadsheet will now be ready for viewing and sharing. This is how you Gantt chart export will look:

Gantt Spreadsheet Export

Workload Spreadsheet Export