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Procore

Export the Totals Dashboard

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Objective

To export the Totals dashboard in the Resource Planning tool.

Background

The Totals dashboard helps you see current and future resource commitments to help you understand staffing and cost. See the total number of active people, as well as how many people are assigned or requested for each project or job title. You can see totals by people, man days, hours, or cost. 

Things to Consider

Steps

  1. Navigate to the Company level Resource Planning tool.
  2. Click Dashboard and select Totals.
  3. Click the Export icon-export-wfp.png icon.
  4. Click Export.
 Tip
If the file does not immediately download, you can check the status by navigating to Reports and Queued Downloads.