Export resource portfolio view to Excel or CSV format

Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders, even if they don't have access to your instance.

始める前に

Role required: resource_user, resource_manager, it_project_manager

手順

1. Navigate to Workspace > Resource Management Workspace and open a resource card.
2. Select the More Actions menu () and select Export.
3. In the Export resource board window, select a required format from the File type list to export the resource portfolio.
   • Excel - Exports the resource portfolio in Microsoft Excel format.
   • CSV - Exports the resource portfolio in CSV format.
4. Select the Export () button.

タスクの結果

The resource portfolio view is exported with export_file as the file name in the selected format.