1. Portfolio CSV Export > Resource Management


1. Access the Portfolio from either the Tiles or from the Main Menu drop-down.


2. Click the name of the Portfolio where you wish to extract the Resource Management CSV file.


3. Once you are in the Portfolio's main page, go to Settings from the sidebar.


4. In the Portfolio's Settings page, click the Portfolio CSV Export button.


5. In the Portfolio's Settings-Portfolio CSV Export page, only tick the check box for Resource Management. 

Then click the Export to CSV button. A zipped file will then be downloaded to your device's local drive.


6. Within the zipped folder are 3 Files, click to see the details of all the Resources, Roles, and Resource Utilisation across different projects under the Portfolio.