Export the Resource Assignments List

Objective

To export the Assignments List in Resource Planning.

Background

The Resource Assignments List provides a list view of all your current resource assignments. You can view the assignees, projects, start dates, and other details.

Things to Consider

  • Required User Permissions

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

  • Supported File Formats:

    • Comma Separated Values (CSV)

    • Portable Document File (PDF)

Steps

  1. Navigate to the Company level Resource Planning tool.

  2. Click Assignments and select Assignments List.

  3. Click the Export icon-export-wfp.png icon.

  4. Select PDF or CSV.

    • If exporting a PDF, select the page orientation and paper size.

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