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Exporting the Resource Planning Spreadsheet

Use this task to save the Resource Planning spreadsheet to a Microsoft® Excel spreadsheet (*.xls). All data is exported as it appears in the current view.

To export the Resource Planning spreadsheet:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Planning.
  3. On the Planning page:
    1. Customize the spreadsheet as described in Customizing the Resource Planning Spreadsheet.
    2. Click Export Spreadsheet.

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

Related Topics

Resource Planning

About Resource Planning

Customizing the Resource Planning Spreadsheet

Assigning Projects or WBS Elements to Resources or Roles

Assigning Resources or Roles to Projects or WBS Elements

Modifying Resource or Role Assignment Dates

Allocating Units or the Percentage of Available Units to Resources or Roles

Synchronizing Resource Planning Dates

Splitting a Resource or Role Assignment

Categorizing Resource or Role Assignments using Status Codes

Planning Page


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