Display a resource view to export timephased resource information.ģ If you want to export data only for selected tasks or resources, display and select those items. Updating the format ensures that you can use the latest features of your current Excel version on your exported project data.Įxporting Timephased Information to Excel pszġ In Microsoft Project, open the project plan whose timephased data you want to export to Excel.Ģ Display a task view if you want to export timephased task information. Click Yes to upgrade the exported project information to your current installed version of Excel.Ĥ Click Yes to save your Excel file in the Excel format you have installed on your computer. When you open the new Excel file and save it the first time, Excel prompts you to update the format to the current version you have installed on your computer, which might be Microsoft Excel 2000 or Excel XP, for example. To ensure compatibility with older versions of Excel, Microsoft Project exports to the Microsoft Excel 5.0/Excel 95 file format. By exporting tasks, resources, and assignments to Excel, separate worksheets are created to hold key task, resource, and assignment information from the selected project.Ģ Resize and reformat the date fields, as necessary.Ī message appears, indicating that the file is in the Excel 5.0/95 format (see Figure 1725). Info_Table provides general instructions for using this workbook (see Figure 17-24). The workbook is created with four worksheets of discrete information: Task_Table, Resource_Table, and Assignment_Table.
To open and review your exported project data in Microsoft Excel, follow these steps:ġ In Microsoft Excel, open the Excel file. Your data is saved as a complete Excel workbook. To create a complete Excel workbook of project information from your project file, follow these steps:ġ In Microsoft Project, open the project whose information you want to export to Excel.ģ Browse to the drive and folder where you want to save your information.Ĥ In the Save As File Type list, click Microsoft Excel Workbook (*.xls).ĥ In the File Name box, enter a name for the Excel file and then click Save.Ħ On the Export Wizard Welcome page, click Next.ħ On the Data page, click Project Excel Template and then click Finish. With this method, Microsoft Project organizes data into Task, Resource, and Assignment data types, which in turn are presented in their own separate worksheets in the single Excel workbook. You can export more complete information about tasks, resources, and assignments.
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