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title: Exporting |
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priority: 600 |
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description: How to export work packages for other tools, such as Microsoft Excel |
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robots: index, follow |
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keywords: work package exports, CSV, Excel, XLS, PDF |
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--- |
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# Exporting work packages |
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You can export work packages from your OpenProject instance to other formats using the export functionality. |
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## How to trigger an export |
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To export a work packages list or card view to another format, visit the *work packages* module or a saved view and click on the settings icon in the top right. Trigger the *Export* dialog from the dropdown menu that opens. |
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![Exporting from the table](export-gantt-chart.png) |
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This will open a dialog similar to the following screenshot, where you can select the desired format. Below, we will detail how to control the data being exported as well as the various formats. |
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![The export dialog](dialog.png) |
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## Changing what will be exported |
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From the work packages module, all work packages that are included in the filter list will be exported. Up to a total of 500 work packages can be exported at once. |
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<div class="alert alert-info" role="alert"> |
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**Note**: If you need to export more than 500 items, filter the work packages appropriately to export multiple files. |
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</div> |
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**Columns** |
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The exported file will follow the columns that you activated for the work packages table. With it, you can control the columns that will be contained in various formats. |
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Some formats such as PDF will limit the number of columns available due to limitations of the PDF rendering engine to avoid overflowing the available space. |
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## PDF export |
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OpenProject has multiple options of exporting the results to PDF: |
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- **PDF** export of the work package list as rows |
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- **PDF with descriptions** same as above with work package descriptions output. Note that this does not include a fully rendered markdown description, but a stripped version of it due to technical limitations of the PDF rendering engine. |
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- **PDF with attachments** of work packages with their attachments inlined to fit as best as possible |
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- **PDF with descriptions and attachments** The above options combined to create a PDF export with work package descriptions and their attachments |
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## Excel (XLS) export |
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OpenProject can export the table for Microsoft Excel with the following options: |
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- **XLS** a plain sheet that matches the OpenProject work packages table with its columns and work packages as rows matching the selected filter(s). |
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- **XLS with descriptions** same as above, but with an additional column for work package descriptions, which cannot be selected in the table |
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- **XLS with relations** Same as XLS, but with additional columns to list each work package relation in a separate row with the relation target and its ID and relation type included in the export |
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<div class="alert alert-info" role="alert"> |
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**Note**: To open XLS exported files into Microsoft Excel, ensure you set the encoding to UTF-8. Excel will not auto-detect the encoding or ask you to specify it, but simply open with a wrong encoding under Microsoft Windows. |
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</div> |
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## CSV export |
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OpenProject can export the table into a comma-separated CSV. This file will be UTF-8 encoded. |
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<div class="alert alert-info" role="alert"> |
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**Note**: To open CSV exported files into Microsoft Excel, ensure you set the encoding to UTF-8. Excel will not auto-detect the encoding or ask you to specify it, but simply open with a wrong encoding under Microsoft Windows. |
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</div> |
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## Atom (XML) export |
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OpenProject can export the table into a XML-based atom format. This file will be UTF-8 encoded. |
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