Export Pricing Information for a Resource

Export pricing information configured for a resource from the Edit Pricing window on a per-rate-schedule basis. EMS exports the information to a Microsoft Excel file.

Export pricing information

1. Select Configuration > Resources.

   A list of configured resource categories opens.

2. Select the category that contains the resources for which you want to export pricing information.

   The Resources window opens and displays the active resources configured for the selected category.

3. Select Pricing.

   The Edit Pricing window opens.

4. In Rate Schedule, select the rate schedule for which you want to export pricing information.

5. In Grouping, do one of the following:

   • Leave Grouping set to (all) and select Display to show all active resources for the selected category.
   • Select a specific grouping and then select Display to show only the active resources in that grouping.

6. Select Export.

   The Save As window opens. The default file name is Pricing.xls.

7. Optional: Change the file name.

8. Save the file.

   An Export Report message appears.

9. Do one of the following:

   • Select Yes to open the exported file in Microsoft Excel.
   • Select No to close the message.

10. Repeat the export process for additional rate schedules or groupings as needed.

11. Select Close.

    The Edit Pricing window closes.