---
sourceDocument: Australia Strategic Portfolio Management
sourceDocumentLink: https://www.servicenow.com/docs/r/it-business-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Strategic Portfolio Management

ft:clusterId :

    - itbm

bundleId :

    - itbm

workflow :

    - Technology


---

# Export resource portfolio view to Excel or CSV format

# Export resource portfolio view to Excel or CSV format {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: resource_user, resource_manager, it_project_manager

## Procedure

1. Navigate to WorkspacesResource Management Workspace
2. Select the Resource cards icon (![Resource cards icon.]()) from the menu and open a resource card.
3. Select the More Actions menu (![Three horizontal dots icon representing More Actions option.]()) and select Export.
4. 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.
   {#export-rmw-card-view__choices_vcb_m3c_y1c}
5. Select the Export (![Export button.]()) button.

## Result

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

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