Download Resource and Role Spread Data from the Assignment List Page

As a resource manager, you may need to review and analyze resource allocation that spans across multiple planning buckets. From the Assignment List in Spreadsheet layout, you can export and download all the spread data for resources and roles into an XLS file for review in your favorite spreadsheet application.

Note: You must have the Download Excel Files privilege enabled to view the Download Entire Spread option in the lower toolbar.

To download spread data for all resources and roles for a program, project, or a workspace:

1. In the object selector, select ﱆ Project, select View Projects List, and then select a project name.
2. From the  Main Menu, select  Resources or  Schedule, and then select Assignment List.
3. In the upper toolbar, select Layout , and then select Spreadsheet.
4. Select Download Entire Spread in the lower toolbar. A popup message displays while the export is underway. You will receive a notification when the export is complete.
5. In the header, select  View notifications. Your most recent notifications display in the panel.
6. Select the Export Entire Spread notification to view information about the process.
   • If you do not see the notification in the Notifications panel, select View Inbox, and then select  Refresh to ensure that you have the most recent notifications.
7. When you receive the notification that the export completed successfully, select Download File to download an XLS file containing all grid and spread data.

   Note: Users who do not have the Costs/Financials View privilege cannot download cost information. Cost and financial fields will remain blank for users who do not have these privileges.