Export resource portfolio view to Excel or CSV format

task australia Updated Sep 10, 2026 1 min read export-rmw-card-view.md

Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders, even if they don't have access to your instance.

Before you begin

Role required: resource_user, resource_manager, it_project_manager

Procedure

Navigate to Workspace > Resource Management Workspace and open a resource card.
Select the More Actions menu ([Omitted image "icon-more-actions-horizontal.png"] Alt text: Three horizontal dots icon representing More Actions option.) and select Export.
In the Export resource board window, select a required format from the File type list to export the resource portfolio.
- Excel - Exports the resource portfolio in Microsoft Excel format.
- CSV - Exports the resource portfolio in CSV format.
Select the Export ([Omitted image "rmw-export-button.png"] Alt text: Export button.) button.

Result

The resource portfolio view is exported with export_file as the file name in the selected format.

Parent Topic:Using Resource Management Workspace

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---
title: Export resource portfolio view to Excel or CSV format
description: Export your resource portfolio view in Resource Management Workspace as Microsoft Excel or CSV format to review or share the resource status with stakeholders, even if they don't have access to your instance.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/resource-management/export-rmw-card-view.html
release: australia
product: Resource Management
classification: resource-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Using Resource Management Workspace, Use, Resource Management Workspace, Project Portfolio Management, Strategic Portfolio Management]
---

# Export resource portfolio view to Excel or CSV format

## Before you begin

Role required: resource\_user, resource\_manager, it\_project\_manager

## Procedure

1. Navigate to **Workspace** &gt; **Resource Management Workspace** and open a resource card.

2. Select the More Actions menu \(\[Omitted image "icon-more-actions-horizontal.png"\] Alt text: Three horizontal dots icon representing More Actions option.\) and select **Export**.

3. In the Export resource board window, select a required format from the **File type** list to export the resource portfolio.

- **Excel** - Exports the resource portfolio in Microsoft Excel format.
- **CSV** - Exports the resource portfolio in CSV format.
4. Select the **Export** \(\[Omitted image "rmw-export-button.png"\] Alt text: Export button.\) button.

## Result

The resource portfolio view is exported with `export_file` as the file name in the selected format.

**Parent Topic:**[Using Resource Management Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/resource-management/using-rmw.md)