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Export the Project List

  1. Last updated
  2. Save as PDF

Objective

To export the Project List in Workforce Planning.

Background

The Project List summarizes all of the projects being managed in Workforce planning. You can search, sort, or filter the Project List, as well as export the report to one of the supported file formats.

Things to Consider

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

Steps

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

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Projects and select Projects List.
  3. Configure your columns, sort order, and filters. See Configure View for the Projects List.
  4. Click Export.
  5. Select CSV or PDF.
  6. Select the Page Format and Paper Size.
  7. Click Export.
 Tip

If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads