Skip to main content
Procore

Export the Resource Assignments List

  1. Last updated
  2. Save as PDF

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.