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.

Status filtering options

Available from version 26.3: The Analyze Resource Pool data export supports the following status filtering options:

  • In addition to Staffing Profile Status, a Request status filter is available.
  • When Request status is selected, you can choose one or more project request types, and the available request statuses are generated dynamically based on the selected request types.
  • The staffing profile status coverage is expanded to include Canceled, Baseline, and Lock Down.

Excel export layout updates

Available from version 26.3: The Excel export layout is enhanced with the following improvements:

  • A filter criteria summary at the top of the file.
  • Clearer section headers.
  • A status column label that matches the selected filter mode.
  • Shaded total rows.
  • A more readable Details section with merged role cells and improved spacing.