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Export the Assignments Gantt

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Objective

To export the Assignments Gantt in Workforce Planning.

Background

The Assignments Gantt allows you to view workforce requests and workforce assignments across all projects and people within your company. It also provides a multi-day view from one (1) day up to three (3) years. You can search, and filter the Assignments Gantt and export it as a to the supported format.

Things to Consider

  • Required User Permissions
  • Your export reflects what is displayed on the Assignments Gantt at the time you click to export.
  • Supported File Formats:
    • Portable Document File (PDF)
    • Comma Separated Value (CSV)

Steps

You can export the Gantt in the following ways:

Export the Gantt as a PDF

  1. Navigate to the company's Workforce Planning tool.
  2. Click Assignments and select Gantt.
  3.  The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:
  4. Click the Export icon-export-wfp.png icon.
  5. Select Portrait or Landscape.
  6. Optional: If you want each project to print on its own page, mark the Page Break Between Projects checkbox.
  7. Click Export.
    Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

Export the New Gantt as a CSV

  1. Navigate to the company's Workforce Planning tool.
  2. Click Assignments and select New Gantt.
  3.  The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:
  4. Click Export.
  5. Click Export to download the CSV.