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Exporting Resource Administration Data

Use this task to save customized resource or role information to a Microsoft® Excel spreadsheet (*.xls) for a single resource or multiple resources. All data is exported as it appears in the current view.

To export resource or role data:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Administration.
  3. On the Administration page, click either the Resources or Roles tab.
  4. On the Resources or Roles tab:
    1. Click ""Select Columns. Choose any additional columns you would like to display in the spreadsheet. You can also remove columns by selecting a column heading with a check mark.

      If there are children assigned to a parent resource or role, expand the resource or role to view the information in the spreadsheet. There can be multiple child levels. Expand until all the information you want to view is visible.

    2. Click "" Export to Excel.

      If prompted, choose whether you want to open or save the export file.

Related Topics

Exporting Resource Data

Exporting Resource Assignment Data

Exporting the Resource Planning Spreadsheet

Exporting Resource or Role Usage Data

Resource Usage Tab of the Analysis Page

Role Usage Tab of the Analysis Page


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