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

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.

Sendi, Greg

1 Post
0 Reply Likes

Posted 4 years ago

4 years ago

Aashnee Kamboj, Community Moderator

1657 Posts
115 Reply Likes

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

Comment

3 years ago

Aashnee Kamboj, Community Moderator

1657 Posts
115 Reply Likes

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

Comment

3 years ago

Nuno Ferreira, Champion

193 Posts
52 Reply Likes

Hi!

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

Nuno

Comment

3 years ago

Nuno Ferreira, Champion

193 Posts
52 Reply Likes

Hi!

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

Thanks,
Nuno

Comment

2016-10-14T15:33:15+00:00

Aashnee Kamboj, Community Moderator

1657 Posts
115 Reply Likes

Hi Nuno,

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

Aashnee

2017-05-16T17:06:17+00:00

McBride, Annette

8 Posts
1 Reply Like

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.

2 years ago

Richard, Design Team Manager

67 Posts
7 Reply Likes

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
Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1670975/8559-diuy39_inline.png?1510265613

Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1670975/8559-diuy39_inline.png?1510265613

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

Comment

2018-09-19T14:53:47+00:00

Barker, Dan

11 Posts
1 Reply Like

One big issue is that there is no way to pull time off along with this other data. At least no that I can find.

2018-09-19T16:23:01+00:00

McBride, Annette

8 Posts
1 Reply Like

I agree, this is a big issue for me as well. I have to add in the PTO manually to my reports.