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Exporting Resource Assignment Data

Use this task to save customized detailed resource assignment information to a Microsoft® Excel spreadsheet (*.xls). All data is exported as it appears in the current view.

To export resource assignment data:

  1. Click "" Resources.
  2. On the Resources navigation bar, click "" Assignments.
  3. On the Assignments page:
    1. Customize the table using the customize features. The fields that are visible on the page are the fields that are exported to the Excel spreadsheet, including the fields that display for the Usage Spreadsheet.
      • Click "" Customize Columns to choose the columns to display in the spreadsheet.
      • Click "" Customize Filter to filter the data by an existing filter, or create a new filter to customize your view.
    2. Click "" Export to Excel.

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

Related Topics

Resource Assignments

About Resource Assignments

Working with Resource Assignments in the Gantt Chart

Viewing Assignment Unit and Cost Spreads

Assigning Resource Curves to Resource or Role Assignments from the Resources Assignments Page

Applying the Progress Spotlight to the Resources Assignments View

Assignments Page


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