Export the Totals Dashboard

Objective

To export the Totals dashboard in the Workforce Planning tool.

Background

The Totals dashboard helps you see current and future workforce commitments to help you understand staffing and cost. See the total number of active people in your workforce, as well as how many people are assigned or requested for each project or job title. You can see totals by people, man days, hours or cost. You can search for projects or apply project filters, as well as export it to a supported file format.

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 'Access to Totals Page' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Supported File Formats:
  • Comma Separated Values (CSV)

Prerequisites

• View the Totals Dashboard
• Search and Filter the Totals Dashboard

Steps

Follow these steps once you have configured your view and applied any filters:

1. Click the Export  icon.
2. Click Export.

See Also

• View the Totals Dashboard
• Search and Filter the Totals Dashboard
• Create Saved Views in Workforce Planning