Export the Assignment History Report
Objective
To generate and export the Assignment History report in Workforce Planning.
Background
The Assignment History report displays all details for all past, present and future workforce assignments. You can select to report on all assignments for a specific project or alternatively see the history for a single person. You can export the report to one of the supported file formats.
Things to Consider
- Required User Permissions:
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
OR
'Read Only' level permissions or higher on the Workforce Planning tool with the 'Allow Exporting Data' granular permission within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- 'Read Only' level permissions or higher on the Workforce Planning tool and 'Admin' level permissions within the Workforce Planning tool. See Create Permissions Templates for Workforce Planning.
- Supported File Formats:
- Comma Separated Values (CSV)
- Portable Document File (PDF)
- Additional Information:
- The information in the report reflects your level of access permissions in Workforce Planning.
Prerequisites
Steps
You can see information by:
Assignment History Report for a Project
Follow these steps after you have filtered and configured your report:
- Navigate to the Company level Workforce Planning tool.
- Click Reports and select Assignment History.
- Click Projects and select the project.
- Select the format to view people's names.
- Select what information to display for each assignment:
- Employee Name. The person's name.
- Employee Number. A person's employee ID.
- Employee Job Title. A person's job title.
- Assignment Start Date. The assignment start date.
- Assignment End Date. The assignment end date.
- Assignment Daily Start Time. The assignment's daily start time.
- Assignment Daily End Time. The assignment's daily end time.
- Assignment Category. The assignment category. See Create Project Categories for Workforce Planning.
- Assignment Subcategory. The assignment subcategory. See Create Project Categories for Workforce Planning.
- Assignment Duration. The duration of the assignment.
- Assignment Status. The assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
- Click the Export
icon, then select to download a CSV or PDF.
- If exporting a PDF, select the page orientation and paper size.
- Click Export PDF or Export CSV.
Assignment History Report for a Person
- Navigate to the Company level Workforce Planning tool.
- Click Reports and select Assignment History.
- Click People and select the person.
- Select the format to view the person's name.
- Select what information to display for each assignment:
- Project Name. The project name.
- Project Number. The project number.
- Assignment Start Date. The assignment start date.
- Assignment End Date. The assignment end date.
- Assignment Daily Start Time. The assignment's daily start time.
- Assignment Daily End Time. The assignment's daily end time.
- Assignment Category. The assignment category. See Create Project Categories for Workforce Planning.
- Assignment Subcategory. The assignment subcategory. See Create Project Categories for Workforce Planning.
- Assignment Duration. The duration of the assignment.
- Assignment Status. The assignment status. See Configure Assignment and Request Statuses for Workforce Planning.
- Click the Export icon, then select to download a CSV or PDF.
- If exporting a PDF, select the page orientation and paper size.
- Click Export CSV or Export PDF.