Exporting the Planning Spreadsheet
You can export the resource and role allocation data displayed in the spreadsheet to an Excel file. The data is exported as it appears in the current view.
To export the spreadsheet:
- Click Resources.
- On the Resources navigation bar, click Planning.
- On the Planning page, click Customize View to customize the spreadsheet. The fields that are visible on the page are the fields that are exported to the Excel spreadsheet.
- Click Actions
, and select Export.
Related Topics
Assigning Resources or Roles to Projects or WBS Elements
Searching for a Resource to Assign
Assigning Projects or WBS Elements to Resources or Roles
Allocating Units to Resources or Roles
Allocating Units by Spreading Units Across a Time Period
Splitting Resource Assignments
Planning Page of the Resources Section
Last Published Wednesday, July 10, 2024