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
- Navigate to the Company level Resource Planning tool.
- Click Assignments and select Assignments List.
- Click the Export
icon.
- Select PDF or CSV.
- If exporting a PDF, select the page orientation and paper size.
- Click Export.
Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.