exporting excel

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Exporting to Excel

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Cheryl has attended:
PowerPoint Introduction course
Visio Introduction course
Project Intro Intermediate course

Exporting to Excel

Is there any way to export a report to excel?
I need to produce a list of tasks for all resources & have found a custom report entitled "To Do List" which suites my purpose. However I would like to export this information to excel. Can anyone help please?

RE: Exporting to Excel

Hi Cheryl

Thank you for your question. There is no way to convert a report to excel. An alternative would be to filter the chart to show the tasks you are interested in (Project > Filtered for > Using Resource) then click the select all square (above the row numbers and to the left of the column names). From the edit menu choose Copy Cell and switch to Excel. Paste the contents of the clipboard into Excel and you will have just the filtered tasks for your chosen resource.

I hope this helps.

Kind regards, Andrew


 

MS Project tip:

Set default task type - Project 2010

a. In Project, click on the File tab
b. Select Options from left hand side
c. Click on Schedule to set the scheduling options
d. Set the Default Task type box to your chosen option
i. Generally if you plan/estimate your projects using durations you should use fixed duration, and untick the box New tasks are effort driven, if you plan/estimate with person hours use fixed work, or for plans estimated with the proportion of resources time use fixed units, and untick the box New tasks are effort driven)
e. Click OK to apply your changes

View all MS Project hints and tips


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