Forum Discussion

Chris_Mercer's avatar
Chris_Mercer
Copper Contributor
Jul 15, 2025
Solved

Exporting resources to Excel

Hi I'm a scheduler who normally uses P6 (although I have used MS Project a little in the past!)   I'm working on a tender schedule which has a stipulation to be presented in MS Project... all good ...
  • Ignacio_Martin's avatar
    Jul 17, 2025

    Hi Chris

    It takes two steps to copy the Resource Usage view:

    First, select the entire table by clicking in the top left corner of the table and Copy or Ctrl+C to paste into Excel.

    Second, select the time phase on the right by clicking in the top left corner of the phase (title Details), and Ctrl+C to copy and paste into Excel.

    Date titles in the timescale are not copied, and you'll have to generate them in Excel, although it's quick and easy (two consecutive dates and drag...).

    Also, you can choose to display the assigned resource units in the time phase in: Resource Usage Format > Add Details > Select and Show Peak Units in Available fields of the left list
    ... or even deselect Work field to simplify copying to Excel.

    If you want to hide tasks and only show the totals for each resource: select the entire table and View > Data > Outline > Hide Subtasks.

    I hope this helps.

    Ignacio

Resources