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Exporting from Workload Balancer

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Level 2

23-08-2022

I saw back in 2020 someone posted this but it didn't get many upvotes.

Not sure how many teams us the 'Planner' in resourcing but i learned on a call recently that it will soon be phasing out / no longer be supported.

The biggest thing about the planner is that you can EXPORT the data. Removing the planner will only leave the Workload balancer, which currently has no ability to be exported.

 

 

Although i can do a task report, this area would be a great way for me to export weekly information easily and visually pleasing for certain teams. Would love to at least get the functionality of exporting into the Workload balancer if the Planner is going away.

 

Thanks!

1 Comment

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Level 6

25-08-2022

In one of my reports (assignment report) I refer a field not available directly from Report wizard, but which is available via Workfront API. Field is called workPerDate and essentially gives you allocation split per date - so exactly what you see in WB.

No need to say, that report data is easily exportable. 
Here is text mode for the field:
displayname=
linkedname=direct
namekey=workPerDate
textmode=true
valuefield=workPerDate
valueformat=HTML
viewalias=workPerDate