Exporting Resource Administration Data

Perform these steps to save customized resource or role information to a Microsoft Excel spreadsheet (*.xlsx) for a single resource or multiple resources. All data is exported as it appears in the current view.

To export resource or role data:

1. Click Resources.
2. On the Resources navigation bar, click Administration.
3. On the Administration page, click either the Resources or Roles tab.
4. On the Resources or Roles tab:
   1. Click Customize View.
   2. In the Customize View dialog box:
      • Configure the columns to be exported.
      • Configure the sorting options.
   3. Expand resources or roles until all the resources or roles you want to view is visible.
   4. Click Download.

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

To export resource team or role team data:

1. Click Resources.
2. On the Resources navigation bar, click Administration.
3. On the Administration page, click either the Resource Teams or Role Teams tab.
4. On the Resource Teams or Role Teams tab:
   1. Expand the Global group if you want to export Global team data.
   2. Expand the User group if you want to export User team data.
5. Click Download.

Related Topics

Exporting Resource Data

Exporting Resource Assignment Data

Exporting Resource or Role Usage Data

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Last Published Tuesday, January 24, 2023