Export the Workforce Assignments List

Objective

To export the Assignments List in Workforce Planning.

Background

The Workforce Assignments List provides a list view of all your current workforce assignments. You can view the assignees, projects, start dates and many other details based on your preference. You can search, sort, and filter the list, as well as export it to one of the supported file formats.

Things to Consider

• Required User Permissions:
  • 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
    OR
    'Read Only' level permissions or higher on the Workforce Planning tool with the 'View Assignments' and 'Allow Exporting Data' granular permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
• Supported File Formats:
  • Comma Separated Values (CSV)
  • Portable Document File (PDF)
• Additional Information:
  • You can search, sort, or filter before you export. Your export reflects what is currently displayed on the Assignments List.

Prerequisites

• View the Workforce Assignments List
• Search, Sort, and Filter the Workforce Assignments List

Steps

Follow these steps once you have configured your columns, sort order, and filters:

1. Click the Export  icon.
2. Select PDF or CSV.
   • If exporting a PDF, select the page orientation and paper size.
3. Click Export.
   Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

See Also

• View the Workforce Assignments List
• Search, Sort, and Filter the Workforce Assignments List