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Export Resource Planner - Group columns by default

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Level 6

8/24/18

When you export from the new Resource Planner, e.g. View by User, it would be good to have in Excel the columns "grouped" (collapsed) by default. With the current export functionality, Excel shows all users, projects, roles and tasks in separate columns and there is no way of "collapsing" the view, i.e. seeing only the users and then "expanding" as per need.

1 Comment

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Level 4

11/16/18

I like the general idea of improving the exported data. It seems to me that there are a lot of ideas floating around about what it should look like -- this makes me think that a customize-able approach would be best. Maybe to start we just get a dump of data that's easy to work with: standarized columns for user, role, project, and task. In this way we can easily manipulate the view at will. Maybe later add customization options in Workfront so that it exports the way we like it right out of the gate.