Export resource portfolio view to Excel or CSV format

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: resource_user, resource_manager, it_project_manager

    Procedimento

    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.

    Resultado

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