Perform these steps to save customized resource or role usage data from the Resources Analysis section to a Microsoft Excel spreadsheet (*.xlsx). All spreadsheet rows and the entire visible timescale are exported.
To export resource or role usage data:
- Click Resources.
- On the Resources navigation bar, click Analysis.
- On the Analysis page, click the Resource button or the Role button.
- In the Resource view or the Role view:
- 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.
- Click a resource, role, code, or team name.
- In the Spreadsheet expand the roles or resources to show all the data you want to export.
Note: Only data which is visible in the spreadsheet will be exported.
- Click Customize View.
- Click the Group By list and select a group type option.
- In the Customize View dialog box:
- On the General tab:
- In the Display list, choose whether to display units or costs.
- In the Timescale list, select a timescale.
- Configure a date range for the spreadsheet.
- On the Spreadsheet tab:
- Configure the Display Fields for the resource or role data
- Choose whether to show the Allocation Limit.
- Choose whether to show the Limit.
- Click Apply.
- On the General tab:
- In the Resource or Role view, click Download.
When prompted, choose whether you want to open or save the export file.
Tips
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.