Export the People List

Objective

To export the People List in Resource Planning.

Background

The People List provides a list of every person that is managed in Resource Planning, within the selected group. This includes people that are classified as 'Users', 'Assignable', or 'Both'.

Things to Consider

  • Required User Permissions

  • You can search, sort, or filter before you export. The exported file reflects what is currently displayed on the People List.

  • Supported File Formats:

    • Comma Separated Values (CSV)

    • Portable Document File (PDF)

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click People and select People List.

  3. Optional: Search and filter the People List.

  4. Click Export.

  5. Select PDF or CSV.

    • If exporting a PDF, select the Page Orientation and Paper Size.

  6. Click Download.
    Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.