You can export high-level resource allocation data from the Resource Planning spreadsheet (Plan Resources page) to an Excel spreadsheet (*.xls) file. Allocated rows for the entire visible timescale are exported; availability rows are not exported.
Note: The timescale heading is displayed in Month, Day, Year format or displays the financial period name (if the spreadsheet displays a Financial Period timescale).
- From the Resources action menu in the global navigation bar, choose Plan Resources.
- In the Filter by field, click
to select the project, project code, portfolio, resource, resource team, resource code, role, or role team by which you want to filter resource planning data.
- Click Customize to customize how you want to display spreadsheet data, for example, the time unit format, timescale, and spreadsheet start date.
- Click Export Spreadsheet.
- If prompted, choose whether you want to open or save the export file, then click OK.
If you choose to open the Excel file, Microsoft® Excel launches and opens the file for viewing, provided that you have Excel installed on your computer.
If you choose to save the Excel file, accept or revise the default export file name, choose a save location, and click Save.