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:

1. On the Navigation Menu, expand Resources and click Planning.
2. 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.
3. Click Actions and select Export.