Deltek Vantagepoint Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Download a Resource Management Report in a Comma-Separated Values (.csv) File

You can download the contents of a Resource Management report in a comma-separated values (.csv) file. You can then use Microsoft® Excel® or another spreadsheet application that supports .csv files to filter and format the data as needed.

Video: See related video below

To download a report in a comma-separated values (.csv) file:
  1. In the Navigation pane, select Resource Management > Reporting.
  2. If the report that displays by default is not the report you want, do either of the following:
    • To generate the report using a search, select the type of report (Project or Resource), apply a search and filters, if needed, and make sure that the columns you want are displayed.
    • To display a saved report, select that report in the field at the top of the Reporting form.
  3. Click in the upper-right corner of the Reporting form.
  4. On the Download Report dialog box, click Download.
    The report is downloaded to your downloads folder in a file named report.csv. You can continue working while the download process runs.

    Exception: If your browser is Safari, the report is not automatically saved in your downloads folder. It displays on a separate browser tab, and you can then save it using the file name and folder of your choice.

Video

Title Description

Resource Management: Reporting (On-Screen List Report)

Learn how to generate reports in Resource Management. You specify which resources are included, the level of the WBS for which you want to see data, and the columns displayed on the report.