Export your entire project to Excel

by | Dec 2, 2020 | Technology | 0 comments

This article is contributed. See the original author and article here.

Project for the web comes with some great out-of-the-box tools for keeping your team on track. App features like orange and red highlights for late and overdue tasks provide you with visual cues for quickly finding tasks that need attention. There’s also Power BI reporting, which gives you visually rich report pages for your portfolio, resource and and project overviews.


 


And now we have added Export to Excel as it was one of your top requests we have received over the months. You can now export your project to Microsoft Excel where you can customize the data in whatever way your team finds most useful.


 


To export a project, simply click on the overflow menu at the top right corner and then click the Export to Excel button.


 


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This feature is also available in Project Teams app.


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When to export a project to Excel


There are multiple scenarios for Export to Excel, here are some to help you get started:



  • For reporting: You will now be able to use the data you export from Project to create charts, pivot tables and more in Excel. You can quickly sort the task by their finish dates or filter information to find out the completed tasks. You can then share this information with your team or drop into presentations. Some snapshots of the charts created on top of Excel are:


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  • For sharing: Use Export to Excel to share your project status with guest users, vendors, or your clients who do not have access to Project. Easily delete information you do not wish to share with others such as providing high-level executive summaries without unnecessary details.

  • For Archiving: Archive your completed projects in Excel to quickly share your compliance and maintain an external record of your work.

  • For Printing: Print your project in Excel in a format that makes it easier for senior management to consume.


These are just a few of our ideas of how Export to Excel can help you get more out of Project—but we want to hear how you are using it! Leave us a comment below on your experiences so far. Please let us know the ideas for future integration capabilities or enhancements to current ones, like adding the ability to import items from Excel back into Project, through our User Voice site. 

Brought to you by Dr. Ware, Microsoft Office 365 Silver Partner, Charleston SC.

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