Export the Workforce Report

Objective

To generate and export the Workforce report in Workforce Planning.

Background

The Workforce report gathers and displays all workforce assignments and workforce requests for a single date. Assignment information is grouped within its respective project. 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.
• Supported File Formats:
  • Portable Document File (PDF)
• Additional Information:
  • The information in the report reflects your access to information in Workforce Planning.

Prerequisites

• Create a Workforce Assignment
  OR
• Fill a Workforce Request

Steps

Follow these steps once you have filtered and configured your report:

1. Navigate to the Company level Workforce Planning tool.
2. Click Reports and select Workforce.
3. Configure the project information to include in the report:
   1. Select the Date for which you want to report on assignments.
   2. Select which projects to include in the report.
      • All Active Projects. Select to show all active projects.
      • Filtered. Select to show specific projects, then select which active, pending or inactive projects to report on.
   3. Move the toggle to the ON position to 'List each project on its own page.'
   4. Move the toggle to the ON position to 'Include projects without assignments.'
   5. Move the toggle to the ON position to 'Include workforce requests per project.'
   6. Select what project information to include:
      • Project Number. The project number. 
      • Status. The project status.
      • Customer. The project customer.
      • Project Type. The project type.
      • Project Start Date. The project start date.
      • Project End Date. The project end date.
      • Percent Complete. The percentage the project is complete.
      • Project Roles. The Project Roles. See Assign Project Roles for Workforce Planning.
   7. Select whether to sort projects by Project Name or Project Number.
4. Configure what information about people to include in the report:
   1. Select which people to include in the report.
      1. All Active People. Select to show all active people.
      2. Filtered. Select to show specific job titles, then select the job title 
   2. Name Display Order. Select the format to display the person's name.
   3. Select what information about people to include:
      • Job Title. A person's job title.
      • Employee ID. A person's employee ID.
      • Phone Number. A person's phone number.
      • Email. A person's email address.
      • Assignment Status. The assignment's status. See Configure Assignment and Request Statuses for Workforce Planning.
      • Assignment Dates. The assignment start date and end date.
      • Assignment Times. A person's assignment times.
      • Person's Tags. A person's tags. See Add or Edit Tags for People in Workforce Planning.
5. Click the Export  icon.
6. Select the Page Orientation and Paper Size.
7. Click Export PDF.

Next Steps

• Create Saved Reports in Workforce Planning

See Also

• Export the Assignment History Report
• Export the Availability Look-Ahead Report
• Export the Tags Requiring Action Report