Exporting Resource Assignment Data

Perform these steps to save customized detailed resource assignment information to a Microsoft Excel spreadsheet (*.xlsx). All data is exported as it appears in the current view.

To export resource assignment data:

  1. Click Resources.
  2. On the Resources navigation bar, click Assignments.
  3. On the Assignments page:
    1. Click  Customize View to customize the table. The fields that are visible on the page are the fields that are exported to the Excel spreadsheet.
    2. Click  Download.

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

Related Topics

Exporting Resource Data

Exporting Resource Administration Data

Exporting Resource or Role Usage Data


Last Published Thursday, October 9, 2025