Export the Assignments Gantt

Background

The Assignments Gantt allows you to view resource requests and assignments across all projects and people within your company. It also provides a multi-day view from one day to three years.

Things to Consider

  • Required User Permissions

  • Your export reflects what is displayed on the Assignments Gantt at the time you click to export.

  • Supported File Formats:

    • Portable Document File (PDF)

    • Comma Separated Value (CSV)

Steps

  • Export the Gantt as a PDF or CSV

  • Export the Gantt (Legacy) as a PDF

Export the Assignments Gantt (Beta) as a PDF or CSV

  1. Navigate to the company's Resource Planning tool.

  2. Click Assignments and select Gantt (Beta).

  3. The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:

  4. Click Export.

  5. Select PDF or CSV.

    1. If exporting a PDF, select the page size.

  6. Click Export to download PDF or CSV.

Export the Assignments Gantt (Legacy) as a PDF

  1. Navigate to the company's Resource Planning tool.

  2. Click Assignments and select Gantt.

  3. The export will reflect the Gantt as its configured on your screen. Follow steps to configure your Gantt view:

  4. Click the Export Icon Export Wfp icon.

  5. Select Portrait or Landscape.

  6. Optional: If you want each project to print on its own page, mark the Page Break Between Projects checkbox.

  7. Click Export.
    Note: If a report does not immediately download, you can check the status by navigating to Reports and Queued Downloads.

See Also

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