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Export the People List

  1. Last updated
  2. Save as PDF

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. 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.