Export in Resources module

Contents: 1 PDF export 2 XLSX export 3 Limitations

Contents: 1 PDF export 2 XLSX export 3 Limitations

You can export your resources to:

Image (PDF)
MS Excel Basic Template (XLSX)

PDF image export requires NodeJS installation. If you do not see the PDF image export option, see the BigTemplate installation page for more information.

Screenshot of the Export pop-up window in the new view of the Resources module.

The export respects:

Aggregation settings - the columns contain date ranges. For example, when aggregation is set to Week, the column will have a date range of a week.

Original estimate and Remaining estimate effort modes - you can export data when the Original estimate or Remaining estimate effort mode is applied.

PDF export

The exported PDF file will look similar to the one presented below.

Screenshot of an exported PDF file in the Resources module.

It is NOT recommended to exceed 600 lines while exporting data to a PDF file. It leads to problems with generating the correct PDF and opening the file.

XLSX export

The exported XLSX file has separate tabs for:

Task workload that presents the workload distribution for a particular task.
You can check the Task Key, Summary, and Assignee fields for each issue. You can also track the Task workload summary for daily/weekly/monthly workloads.

Workload presents the workload for your resources (or skills) daily/weekly/monthly.

Remaining capacity for resources (or skills) in a given day/week/month.

Capacity for resources (or skills) in a given day/week/month.

Color meaning

Limitations

In the new view of the Resources module, exporting resources to an MS Excel Basic Template (XLSX) file is unavailable when data is grouped or the Projects or Skills swimlane is selected.