How to Work with Resource Management Exports

How to Work with Resource Management Exports (How-To)

Introduction

This guide explains how to export tables and timelines from Resource Management. You can use this feature to create print-ready documents or share visual planning data in PDF format.

Target Audience

User

Prerequisites

Access to Global or Project Resource Management
Visible data you wish to export (tasks, allocations, users, etc.)

How to Export from Resource Management

Step 1: Open Resource Management

Go to More menu >> Resource Management or open the Resource Management tab on a specific project
Set the desired view (Day, Week, Month, etc.)
Adjust filters to include the data you want to export

Step 2: Export Using the Print Button

Click the Print button in the bottom-left corner of the Resource Management screen
This opens your browser’s print dialog

Step 3: Save as PDF

In the browser print dialog, select "Save as PDF" as the destination
You can also use external tools such as Foxit Reader or PDFCreator to customize export format or layout
Click Save or Print depending on the dialog

📌 Note: Most actions described in this article can also be performed in the project-level Resource Management. To access it, go to a specific project and click the "Resource Management" tab. The functionality is almost identical, but it will only display and apply to tasks and users related to that specific project.

Conclusion

With a simple click on the Print button, you can quickly export Resource Management views and share your plans in print or PDF form. This is useful for meetings, reports, or archiving project workload data.