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In the Resource Planning View, select a date range.
You can narrow down the Resource Planning list by adding the required filters. Click Filter by to select the filters by Teams, Users, Roles, Skills or Generic Resources.
Click the Export Capacity Report button to export the data to a .CSV file for reporting.
The Export Capacity Report window opens to allow you to export the data based on the applied filters.
Only users for whom you have permissions to view plans, will be included in the exported data.
Select a Start date. The current date is displayed by default.
The selected start date cannot be in the past. In order to export planned activities that took place in the past, refer to Planned Time report or Planned vs Actual report to be able to export old data.
Select an End date.
If the selected End date is further than 90 days into the future, the exported data will not include any calendar events beyond the 90 day period.
Select one of the Report Breakdown Type. The exported data can be based on a weekly, monthly, quarterly or a summary breakdown.
Click to check Include Generic Resources in the exported data, if you wish to include planned time for generic resources in the capacity export.
Only planned time data is included in the export for generic resources.
Generic resources are not defined with capacity data. Capacity calculations requires workload schemes that are not available for generic resources.
Click Export.
The data is exported and a file is sent to your Download folder.
Click to open the downloaded file titled CapacityReport_<Start date>_<End date>.CSV, or manually open it in your preferred editor or spreadsheet.
All capacity values are displayed by Full Time Employee (FTE) and hours, for the selected export type that shows a breakdown by weekly, monthly, quarterly, or summary.
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Open the exported capacity report file.
Scroll across the rows. Data is grouped by date range.
For large files, you can group or filter by Program, Role, or Team values in order to narrow down the list and provide capacity and availability of resources per program, role, or team. For example, to group by Teams, first split the column into rows and then filter by the team name.
The capacity file includes the following columns:
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Create an area chart, a line chart or a stackable chart in the worksheet based on the exported data.
Consult the guides of the spreadsheet application that you are using on how to set up data charts, and select the one best suited for your needs in order to analyze the exported capacity data.
Here is an example of a bar chart based on the selected data in the CSV output file:
