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How to Filter, Export, Analyze, and Import Projects

Updated this week

Filter projects

  • "Show me only active capital projects above $100K."

Export projects

  • "Export all active projects with budget, spend, and completion percentage."

Analyze / ask questions

  • "Which projects are behind schedule and by how many days?"

  • "What's the total spend across all active capital projects?"

Import projects

  1. Upload your project list and tell the assistant to import.

  2. Review the mapping and confirm.

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