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Exporting Team Usage Spreadsheets

You can export project team allocation and cost data to a Microsoft Excel *.xls file.

To export team usage spreadsheets:

  1. 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.
  2. On the Projects navigation bar, click "" Team Usage.
  3. On the Team Usage page:
    1. If more than one project is open, select a project from the Select Projects list.
    2. Select an option from the Organized By list.
    3. Expand a project and select a resource or role from the left pane.
    4. Select the Spreadsheet option in the right pane and click Export Spreadsheet.
  4. 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.

Related Topics

About Team Usage

Customizing Team Usage

Assigning Resources to Unstaffed Activities

Searching Resources

Sending E-Mail to a Project Manager

Team Usage Page

Overallocated Resources Portlet of the Workspace Page


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