Download Resource and Role Spread Data from the Assignment List Page

As a resource manager, you may need to review and analyze resource allocation that spans across multiple planning buckets. From the Assignment List in Spreadsheet layout, you can export and download all the spread data for resources and roles into an XLS file for review in your favorite spreadsheet application.

Note: You must have the Download Excel Files privilege enabled to view the Download Entire Spread option in the lower toolbar.

To download spread data for all resources and roles for a program, project, or a workspace:

  1. In the object selector, select a project.
  2. In the sidebar, hover over Resources or Schedule and select Assignment List.
  3. In the upper toolbar, select Layout , and then select Spreadsheet.
  4. Select Download Entire Spread in the lower toolbar. A popup message displays while the export is underway. You will receive a notification when the export is complete.
  5. In the header, select View notifications.
  6. Select Refresh to populate the Notifications Panel with your five most recent notifications.
  7. Select the Export Entire Spread notification to view information about the process.
  8. When you receive the notification that the export completed successfully, select Download File to download an XLS file containing all grid and spread data.

Note: Users who do not have the Costs/Financials View privilege cannot download cost information. Cost and financial fields will remain blank for users who do not have these privileges.


Last Published Tuesday, May 21, 2024