You can export resource unit and cost allocation data to an Excel spreadsheet (*.xls) file. All spreadsheet rows and the entire visible timescale are exported.
Tip: When you export data to an Excel file, the timescale heading is converted to month, day, year format and is displayed in a single column.
To export resource data
- From the Resources Home page, select the resource, resource code, resource team, or primary role for which you want to export allocation data.
Depending on your selection on the Resources Home page, you can export data for individual resources or for all resources assigned to a specific role, resource code, or resource team.
- Select the Usage tab, then select the Spreadsheet display option.
- Click Customize to choose the display format (units or costs) and the timescale, and to show or hide limit and allocation limit data.
For units display, if a resource code or resource team consists only of material resources or a mix of labor, nonlabor, and material resources, the spreadsheet summary row displays dashes instead of totals. Summing unit values for mixed resource types does not provide an accurate total because labor and nonlabor resources are usually associated with time (such as hours or days), and material resources are often expressed in non-time units of measure.
- From the View drop-down list, choose the desired resource.
The resource(s) available for selection in the View menu depend on your selection on the Resources Home page, along with your resource security settings. If you select an individual resource on the Resources Home page, the spreadsheet displays allocation data for that resource. If the resource is a parent resource, you can select the resource's children (if any) from the View menu; if the resource is a child resource, no other resources are available in the View menu.
If you select a resource code, resource team, or primary role on the Resources Home page, the spreadsheet displays summary allocation data for the code, team, or role; you can select an individual resource belonging to the code, team, or role in the View menu. When you select a code, team, or role, you can only view allocation data for resources that you have access rights to view; resources you do not have access rights to view are not listed in the View menu.
- Click Export Spreadsheet.
- If prompted, choose whether you want to open or save the export file.
If you choose to view the Excel file, Microsoft® Excel launches and opens the file, provided that Excel is installed on your computer. If you choose to save the Excel file, accept or revise the default export file name and click OK.