Export the Project List

Objective

To export the Project List in Workforce Planning.

Background

The Project List summarises all of the projects being managed in Workforce planning. You can search, sort or filter the Project List, as well as export the report to one of the supported file formats.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'View Projects' and 'Allow Exporting Data' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Supported File Formats:
  • Comma Separated Values (CSV)
  • Portable Document File (PDF)
• Additional Information:
  • You can search, sort or filter before you export. Your export reflects what is currently displayed on the Project List.

Prerequisites

• View the Project List
• Search, Sort and Filter the Project List

Steps

Follow these steps once you have configured your columns, sort order and filters:

1. Click the Export  icon.
2. Select CSV or PDF.
   • If exporting a PDF, select the Page Orientation and Paper Size.
3. Click Export.

See Also

• View the Project List
• Search, Sort and Filter the Project List