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September 17, 2024
Question

Workfront Planner Export Questions

  • September 17, 2024
  • 1 reply
  • 477 views

I am struggling to utlize the export results from the Workfront planner. My end goal is to get a report that provides monthly planned hours by program/project/role that I can then export. 

 

I have narrowed down my fields to include just monthly planned hours. 

 

When I export the data, I juse the "raw" setting so that I can get the baseline data. That output includes a line for the total project plus the individual components, in essence double counting the numbers when I export it. (See yellow highlights)

 

1. How can I turn this setting off so that the raw data I get is not aggregated? 

2. Is there a way that I can export the program information as well? (I was told to use planner instead of reports, but that may be my next step (although I can't figure out how to break out planned hours by month across the top, but that is a separate problem). 

 

Eventually I may use the planner without exporting, but right now we are working on ensuring projects are set up correctly and transitioning fully to Workfront, so I am not there yet. 

 

Thanks in advance for any insight!

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1 reply

KellieGardner
Community Advisor
Community Advisor
December 13, 2024

You want the export of planner without the total column? To my knowledge it's not possible. Usually what I do is filter to get those lines and then delete them so we can use the data to aggregate.