In certain cases, you may like to have a copy of project resources in a reportable format. As of admation 3.98, we've introduced the ability to download these details from two key places in your account.
Exporting Resources for All Projects
Use the Settings Icon to Hide Projects From View if they are unneeded for your report.
Admation exports adhere to all filters applied on this screen. Use those filters in the top left hand corner, and the day view options to narrow down your search further for your export. Once you are ready, click the Export button at the top of your screen.
The resulting download will be saved with the following name on your device: AdmationResourcesSummary + your download date (YYYYMMDD)
Exporting Resources for Specific Projects
From the project resources screen, you may also export any hours out of the system for a specific project where you have access.
On the resulting screen, you will be able to use filters to narrow down your search for your export where required.
Any resulting tasks showing on screen once your filters are applied will be downloaded out of the system. Click the Export button to download a copy of any hours shown on screen, along with their key details.
The resulting download will be saved with the following name on your device: Project ID_Project Name_File Download Date.
What shows on the resulting spreadsheet is a list of all tasks that matched your filters. From the Resources Summary view, you will see all projects with tasks that matched the filters you applied. From the project resources view, you will only ever see tasks for the single project.
The exported spreadsheet will include:
- Project name
- Task assignee name
- Task type
- Task name
- Associated deliverable (or no deliverable)
- Estimated working hours
- Time logged
- % of task complete (based on working hours and time logged)
- Start date
- Start time
- End date
- End time
- Task assigner name
- Task status (Not started, Work Stopped - Incomplete, Complete)