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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

Exporting Resource Data

Exporting Resource Administration Data

Exporting Resource Assignment Data

Exporting Resource or Role Usage Data

Planning Page


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