Resources can be exported for analysis or for integration into other corporate systems.
People
- Click Resources > People.

- Select or deselect the check box on Include only current as needed*.
- Select or deselect the check box on Include import fields as needed.
- Click Export People.
- Click on the Download link that appears to download the spreadsheet.
* ‘Current’ includes resources with a current Resource Assignment (i.e. currently assigned to the project)
Equipment
- Click Resources > Equipment.

- Select or deselect the check box on Include only current as needed*.
- Select or deselect the check box on Include import fields as needed.
- Click Export Equipment.
The spreadsheet will download.
Other
- Click Resources > Other.

- Select or deselect the check box on Include import fields as needed.
- Select or deselect the check box on Include only current as needed*.
- Click Export Other Resources.
The spreadsheet will download.