Exporting Resource Pool Data to Excel

To export the resource pool capacity, resource load, or forecasted demand data tables:

  1. Open a resource pool.

  2. Click Manage Pool Capacity, View Forecasted Demand, or View Resource Load.

  3. Click the Microsoft® Excel icon.

    A new window opens, refreshing at a set interval until the system completes the export.

    Note: If your PPM instance supports multiple languages, the session language (selected at login) determines the language used in the Microsoft Excel file. Regional settings in your user profile determine the date, time, number, and currency format. See the Multilingual User Interface Guide for more information.

  4. Save the exported Excel file.

Note: If you are having problems with the data in Excel, you may need to configure the Internet options of your Web browser. See the Project Management User’s Guide for more information.