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Export role allocation data

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You can export role allocation data to a n Excel spreadsheet (*.xls) file. All spreadsheets rows and the entire visible timescale are exported.

Note: The timescale heading is converted to month, day, year format and displayed in a single column.

To export role data

  1. From the Resources action menu in the global navigation bar, choose View Role Usage.
  2. To export allocation by project for a role, choose Role Hierarchy in the Organized By field, then select the role.

To export allocation by role for a role team, choose Role Team in the Organized By field, then select the team.

    Tip: To view resources who can fulfill a role, click the role name.
  1. Choose the Spreadsheet display option.
  2. To choose Units or Costs format, change the timescale, and show/hide limit data, click Customize.
  3. Click Export Spreadsheet.
  4. If prompted, choose 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 file, accept or revise the default export file name and click OK.