Skip to main content

Notifications

Announcements

No record found.

Small and medium business | Business Central, N...
Suggested answer

Extract list of people (resources) working on a job

Posted on by 55

Hi There,

Is there an out of the box report to list people (resources) that are working on the job, i.e. their id is entered on teh job planning lines.

Cheers

Vikas Jain

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Extract list of people (resources) working on a job

    Hi, You can add a Flowfield to this page to include email when exporting.

    https://yzhums.com/33649/

    But if there are many fields, it may be better to process them outside the system, or develop an export tool separately.

    https://yzhums.com/4180/

    Hope this helps as well.

    Thanks.

    ZHU

  • OzVik Profile Picture
    OzVik 55 on at
    RE: Extract list of people (resources) working on a job

    Thanks Zhu, this helps, only limiting thing is I want contact data for these resources, e.g. email, so a bulk comm can be sent out.

    Cheers

    Vikas Jain

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,696 Super User 2024 Season 2 on at
    RE: Extract list of people (resources) working on a job

    Hi, unfortunately, not as far as I know. A more convenient method is to filter Type = Resource in Job Planning Lines page.

    pastedimage1677542728789v1.png

    Then export to Excel, use PivotTable to list all resouces.

    pastedimage1677542765647v2.png

    pastedimage1677542806730v3.png

    pastedimage1677542824760v4.png

    pastedimage1677542840137v5.png

    Another way is to export the following report to Excel, because it has a format, so it is not very convenient to process.

    pastedimage1677542867840v6.png

    pastedimage1677542876921v7.png

    pastedimage1677542896896v8.png

    Hope this helps.

    Thanks.

    ZHU

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans