Export resource portfolio view to Excel or CSV format

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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, 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 Workspace > Resource Management Workspace and open a resource card.
    2. Select the More Actions menu (Three horizontal dots icon representing More Actions option.) 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 (Export button.) button.

    Result

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