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Procore

Export the People List

Objective

To export the People List in Workforce Planning.

Background

The People List provides a list of every person that is managed in Workforce Planning, within the selected group. This includes people that are classified as 'Users', 'Assignable', or 'Both'. You can search, sort, or filter the list to locate the people you want to view. You can export the report to one of the supported file formats.

Things to Consider

  • Required User Permissions:
  • Supported File Formats:
    • Comma Separated Values (CSV)
    • Portable Document File (PDF)
  • Additional Information:
    • You can search, sort, or filter before you export. The exported file reflects what is currently displayed on the People List.

Steps

Follow these steps once you have configured your columns, sort order, and filters:

  1. Click the Export icon-export-wfp.png icon.
  2. Select PDF or CSV.
    • If exporting a PDF, select the Page Orientation and Paper Size.
  3. Click Export.
    Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.