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
- Navigate to the Company level Resource Planning tool.
- Click People and select People List.
- Optional: Search and filter the People List.
- Click Export.
- Select PDF or CSV.
- If exporting a PDF, select the Page Orientation and Paper Size.
- Click Download.
Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.