Exporting Bookings

Modified on Tue, 23 Apr 2024 at 10:32 AM

To export the list of bookings from Projectal into an Excel XLS file on your computer, follow these steps:


  1. For exporting staff bookings, go to the Staff Planner screen by clicking Staff Planner on the left sidebar. For exporting resource bookings, go to the Resource Planner screen by clicking Resource Planner on the left sidebar.
  2. Click the Export button in the Staff Planner or Resource screen toolbar and all items displayed (including bookings) will be exported and saved into an Excel XLS file on your computer.


Tip: Before exporting, set the date range in the Staff Planner or Resource Planner to only export bookings for a certain period that you are interested in.


Tip: Before exporting, filter and quick search for bookings related to certain projects, staff, departments and locations.  This will allow you to export only those bookings you are interested in.



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