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Export the Workforce Report


To generate and export the Workforce report in Workforce Planning.


The Workforce report gathers and displays all workforce assignments and workforce requests for a single date. Assignment information is grouped within its respective project. You can export the report to one of the supported file formats.

Things to Consider

  • Required User Permissions:
  • Supported File Formats:
    • Portable Document File (PDF)
  • Additional Information:
    • The information in the report reflects your access to information in Workforce Planning.


Follow these steps once you have filtered and configured your report:

  1. Navigate to the Company level Workforce Planning tool.
  2. Click Reports and select Workforce.
  3. Configure the project information to include in the report:
    1. Select the Date for which you want to report on assignments.
    2. Select which projects to include in the report.
      • All Active Projects. Select to show all active projects.
      • Filtered. Select to show specific projects, then select which active, pending, or inactive projects to report on.
    3. Move the toggle to the ON position to 'List each project on its own page.'
    4. Move the toggle to the ON position to 'Include projects without assignments.'
    5. Move the toggle to the ON position to 'Include workforce requests per project.'
    6. Select what project information to include:
      • Project Number. The project number. 
      • Status. The project status.
      • Customer. The project customer.
      • Project Type. The project type.
      • Project Start Date. The project start date.
      • Project End Date. The project end date.
      • Percent Complete. The percentage the project is complete.
      • Project Roles. The Project Roles. See Assign Project Roles for Workforce Planning.
    7. Select whether to sort projects by Project Name or Project Number.
  4. Configure what information about people to include in the report:
    1. Select which people to include in the report.
      1. All Active People. Select to show all active people.
      2. Filtered. Select to show specific job titles, then select the job title 
    2. Name Display Order. Select the format to display the person's name.
    3. Select what information about people to include:
  5. Click the Export icon-export-wfp.png icon.
  6. Select the Page Orientation and Paper Size.
  7. Click Export PDF.
If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

Next Steps