Exporting Data from Resource Planner

Modified on Thu, 19 Oct, 2023 at 5:40 PM

You can export the usage, bookings, activities and tasks information that you see in the Resource Planner to an external Excel XLS spreadsheet.


Click the Export button the toolbar in the Resource Planner to export to an Excel Spreadsheet.


The exported spreadsheet will contain only the data for the specified data range and that has been made visible in the Resource Planner.  For example, if bookings are displayed, then they will be exported.  If tasks are not displayed, then they will not be exported.  This gives you control over what data you wish to export to your Excel spreadsheet.

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