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Export the Assignments Gantt

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Objective

To export the Assignments Gantt in Resource Planning.

Background

The Assignments Gantt allows you to view resource requests and assignments across all projects and people within your company. It also provides a multi-day view from one (1) day up to three (3) years. 

Things to Consider

  • Required User Permissions
  • Your export reflects what is displayed on the Assignments Gantt at the time you click to export.
  • Supported File Formats:
    • Portable Document File (PDF)
    • Comma Separated Value (CSV)

Steps

Export the Assignments Gantt (Legacy) as a PDF

  1. Navigate to the company's Resource Planning tool.
  2. Click Assignments and select Gantt (Legacy).
  3.  The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:
  4. Click the Export icon-export-wfp.png icon.
  5. Select Portrait or Landscape.
  6. Optional: If you want each project to print on its own page, mark the Page Break Between Projects checkbox.
  7. Click Export.
    Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

Export the Assignments Gantt as a PDF or CSV

 In Beta
This feature is in beta and available for customers using the Resource Planning tool.
  1. Navigate to the company's Resource Planning tool.
  2. Click Assignments and select Gantt (Beta).
  3.  The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:
  4. Click Export.
  5. Select PDF or CSV.
    • If exporting a PDF, select the page size.
  6. Click Export to download PDF or CSV.