Export financials as Excel or CSV file

task australia Updated Sep 10, 2026 1 min read export-financials-pws.md

Raw file servicenow.com

Export the costs or baseline comparison data of your projects to share them with your stakeholders.

Before you begin

Role required: it_project_manager

Procedure

Navigate to Workspaces > Project Workspace and open a project.
Select Financials from the left menu.
Select the Export option ([Omitted image "fin-export-option.png"] Alt text: Downward facing arrow indicating download option.).
In the Export side panel, select Excel or CSV from the File type list and select the Export button ([Omitted image "fin-export-button.png"] Alt text: Export button.).

The financials data is download as an Excel or CSV file with name_fin_mmddyy naming convention. The breakdown of the naming convention:
1. name - fetches the first 10 characters from the name of the planning item.
2. fin - denotes that the file has financial data.
3. mmddyy - system date format when you're exporting this data. For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads documentat_fin_012624.
Note: You can export financials data from Cost view and Baselines comparison view.

Parent Topic:Managing financials for your projects

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---
title: Export financials as Excel or CSV file
description: Export the costs or baseline comparison data of your projects to share them with your stakeholders.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/project-workspace/export-financials-pws.html
release: australia
product: Project Workspace
classification: project-workspace
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage financials, Project Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Export financials as Excel or CSV file

Export the costs or baseline comparison data of your projects to share them with your stakeholders.

## Before you begin

Role required: it\_project\_manager

## Procedure

1. Navigate to **Workspaces** &gt; **Project Workspace** and open a project.

2. Select **Financials** from the left menu.

3. Select the Export option \(\[Omitted image "fin-export-option.png"\] Alt text: Downward facing arrow indicating download option.\).

4. In the Export side panel, select **Excel** or **CSV** from the File type list and select the **Export** button \(\[Omitted image "fin-export-button.png"\] Alt text: Export button.\).

The financials data is download as an Excel or CSV file with `name_fin_mmddyy` naming convention. The breakdown of the naming convention:

1. name - fetches the first 10 characters from the name of the planning item.
2. fin - denotes that the file has financial data.
3. mmddyy - system date format when you're exporting this data.
For example, if you're downloading financials data for a planning item named Documentation on January 26, 2024, then the file name reads `documentat_fin_012624`.

**Note:** You can export financials data from Cost view and Baselines comparison view.

**Parent Topic:**[Managing financials for your projects](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/project-workspace/using-financials-prj-wrkspc.md)