Resources - Export


Resources can be exported for analysis or for integration into other corporate systems.

People

  1. Click Resources > People.
  2. Select or deselect the check box on Include only current as needed*.
  3. Select or deselect the check box on Include import fields as needed.
  4. Click Export People.
  5. 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

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

Other

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