Provide Ability to export the data displayed on the"Project Management--> Resources" tab to excel or PDF.

  • 4
  • Idea
  • Updated 8 months ago
  • Implemented

We keep our resource allocations updated and are constantly
viewing this data via “Project management – Resources Tab”.

How can we export this data to a pdf or Spreadsheet?  There are not any reports that provide this information.  We have tried creating one, but we never get the results to match what appears on the resource tab.  We also logged this as a support call (# 00863242).  The support technician could not create a report that replicates the data displayed on the Resources tab.


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Sendi, Greg

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Posted 2 years ago

  • 4
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Aashnee Kamboj, Community Moderator

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Hi Greg,

Thank you for using the Replicon Community!

Let me involve my internal teams to confirm if this is something already in plans. I will update you with the progress

Thanks,
Aashnee
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Aashnee Kamboj, Community Moderator

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Hi Greg,

Apologies for the delay that is being caused. May I please know the field names with a one line description (for us to understand what you wish to exactly see)? While my internal teams work further, I can check if your issue can be addressed through a different report.

Thanks,
Aashnee
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Nuno Ferreira, Champion

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Hi!

This request is very similar to this one:
https://community.replicon.com/replicon/topics/report-on-future-capacity

Nuno
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Nuno Ferreira, Champion

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Hi!

Any news on this request? The ability to export the "Project Management -> Resources" tab information is very useful to us.

Thanks,
Nuno
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Aashnee Kamboj, Community Moderator

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Hi Nuno,

We are awaiting Greg's reply for column names that he requires. As for your request, that had to be customized.

Aashnee
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McBride, Annette

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Has this issue been resolved? We have the same need. We need to be able to see all time allocated, including time off by resource.
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Richard, Design Team Manager

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In our reports the "Resource Allocation template" should provide access to all the same data that is on the "Project Management → Resources" tab.

For example I can use it to make a matrix of users>projects by week like this, then download it to pdf or excel


Is there data missing in this report?  Are there other issues?