Exporting Team Usage Spreadsheets
You can export project team allocation and cost data to a Microsoft Excel *.xls file.
To export team usage spreadsheets:
- Open one or more projects in the Projects section using one of the following methods:
- Click
Projects to open the last project or group of projects you were working with. - Click the
Projects menu and choose one of the most-recently used projects or group of projects. - Click the
Projects menu and choose Open Projects to select a project or group of projects by portfolio type, EPS node, or project code.
- On the Projects navigation bar, click
Team Usage. - On the Team Usage page:
- If more than one project is open, select a project from the Select Projects list.
- Select an option from the Organized By list.
- Expand a project and select a resource or role from the left pane.
- Select the Spreadsheet option in the right pane and click Export Spreadsheet.
- In the File Download dialog box, click Open or Save.
Note: If you select Save, navigate to a file location in the Save As dialog box and click Save.
Tips
You can also export spreadsheets from the Overallocated Resources portlet of the Workspace page.
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