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Reporting - Resource Assignment at the Project Level within Excel Add-In

  • August 5, 2025
  • 1 reply
  • 17 views

I am able to make a report listing project assignment by resource within AdaptiveWork reporting by pulling in the Project and Resources module. Within the Excel Add-in I am having trouble locating the Resources module and. Does anyone know where it is located within the Excel Add-in? 

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1 reply

Aayush
Planview Falcons
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  • Community Manager
  • August 11, 2025

Hello ​@Emily.Brough - If you have a screenshot or list of available item types in your Excel Add-in dropdown, sharing that with our Planview support may clarify whether your environment is missing objects due to permissions or setup issues.