I know how to obtain this data by running a Project Utilization report, but I would like to automate the process using the Excel Add-In. What Item Type, sub Item Type and Fields to Display in the Query should I choose to see the planned hours for projects broken down by month? Basically I would like the output to be the fields in yellow in the image. Thank you in advance for your time.
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This is possible to do, but would require a substantial amount of configuration from what I understand and would likely have to go through professional services. This data is not readily available, so custom fields and rules would be requires to aggregate the data in a similar format to the report.
I do this the hard way. I grab the data from an export of Resource Load from People and then vlookup where needed in Excel.
Cheers,
Jill