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Using Resource Management Workspace › Use › Resource Management Workspace › Project Portfolio Management › Strategic Portfolio Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export resource portfolio view to Excel or CSV format

Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders, even if they don't have access to your instance.

Before you begin

Role required: resource_user, resource_manager, it_project_manager

Procedure

  1. Navigate to Workspaces > Resource Management Workspace

  2. Select the Resource cards icon (

Image omitted: rmw-resource-cards-L1-icon.png
Resource cards icon.\) from the menu and open a resource card.
  1. Select the More Actions menu (
Image omitted: icon-more-actions-horizontal.png
Three horizontal dots icon representing More Actions option.\) and select **Export**.

  1. In the Export resource board window, select a required format from the File type list to export the resource portfolio.

    • Excel - Exports the resource portfolio in Microsoft Excel format.
    • CSV - Exports the resource portfolio in CSV format.
    • Select the Export (
Image omitted: rmw-export-button.png
Export button.\) button.

Result

The resource portfolio view is exported with export_file as the file name in the selected format.

Parent Topic:Using Resource Management Workspace