Export the Project List

Objective

To export the Project List in Resource Planning.

Background

The Project List summarizes all of the projects being managed in Resource planning.

Things to Consider

  • Required User Permissions

  • You can search, sort, or filter before you export. Your export reflects what is currently displayed on the Project List.

  • Supported File Formats:

    • Comma Separated Values (CSV)

    • Portable Document File (PDF)

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Projects and select Projects List.

  3. Configure your columns, sort order, and filters. See Configure View for the Projects List.

  4. Click Export.

  5. Select CSV or PDF.

  6. Select the Page Format and Paper Size.

  7. Click Export.

Tip icon Tip

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