Forum Discussion
Exporting resources to Excel
- 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
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
Great - Thanks for replying... yes that works finally managed to copy the LH side time phased data!