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Exporting Resource or Role Usage Data

Use this task to save customized resource or role usage data from the Resources Analysis section to a Microsoft® Excel spreadsheet (*.xls). All spreadsheet rows and the entire visible timescale are exported.

To export resource or role usage data:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Analysis.
  3. On the Analysis page, click the Resource Usage tab or the Role Usage tab.
  4. On the Resource Usage or Role Usage tab:
    1. Click the Group By list and select a group type option.

      The resources available depend on your selection, along with your resource security settings. If you select an individual resource, the spreadsheet displays allocation data for that resource. If the resource is a parent resource, you can select the resource's children (if any); if the resource is a child resource, no other resources are available.

      If you select a resource code, resource team, or primary role on the Resource Usage tab, the spreadsheet displays summary allocation data for the code, team, or role; you can select an individual resource belonging to the code, team, or role. When you select a code, team, or role, you can only view allocation data for resources that you have access rights to view; resources you do not have access rights to view are not listed.

    2. Click a resource, role, code, or team name.
    3. Click the Spreadsheet display option.
    4. Click Customize.
  5. In the Customize dialog box:
    1. Modify the display or timescale options, or choose to show limits.

      For units display, if a resource code or resource team consists only of material resources or a mix of labor, nonlabor, and material resources, the spreadsheet summary row displays dashes instead of totals. Summing unit values for mixed resource types does not provide an accurate total because labor and nonlabor resources are usually associated with time (such as hours or days), and material resources are often expressed in non-time units of measure.

    2. Click Save.
  6. On the Resource Usage or Role Usage tab, click Export Spreadsheet.

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

Related Topics

Exporting Resource Data

Exporting Resource Administration Data

Exporting Resource Assignment Data

Exporting the Resource Planning Spreadsheet

Role Usage Tab of the Analysis Page

Resource Usage Tab of the Analysis Page


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