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Thread: Export MS Project 2007 to Excel

  1. #1
    Join Date
    Aug 2005
    Posts
    257

    Export MS Project 2007 to Excel

    Can anyone tell me a way to export Microsoft Project 2007 to Excel and then retain the formatting? The tasks that I am having all show as level 1 but not sub tasks, etc? Thanks for any information.

  2. #2
    Join Date
    Jan 2006
    Posts
    605

    Re: Export MS Project 2007 to Excel

    You can try to test a macro that was created for Exporting hierarchy to Excel macro, that is given below:
    Code:
    Option Explicit
    Dim xlRow As Excel.Range
    Dim xlCol As Excel.Range
    Sub TaskHierarchy()
    Dim xlApp As Excel.Application
    Dim xlBook As Excel.Workbook
    Dim xlSheet As Excel.Worksheet
    Dim Proj As Project
    Dim t As Task
    Dim Asgn As Assignment
    Dim ColumnCount as Integer
    Dim Columns as Integer
    Dim Tcount As Integer
    
    Set xlApp = New Excel.Application
    xlApp.Visible = True
    AppActivate "Microsoft Excel"
    
    Set xlBook = xlApp.Workbooks.Add
    Set xlSheet = xlBook.Worksheets.Add
    xlSheet.Name = ActiveProject.Name
    
    'count columns needed
    ColumnCount = 0
    For Each t In ActiveProject.Tasks
        If Not t Is Nothing Then
            If t.OutlineLevel > ColumnCount Then
                ColumnCount = t.OutlineLevel
            End If
        End If
    Next t
    
    'Set Range to write to first cell
    Set xlRow = xlApp.ActiveCell
    xlRow = "Filename: " & ActiveProject.Name
    dwn 1
    xlRow = "OutlineLevel"
    dwn 1
    
    'label Columns
    For Columns = 1 To (ColumnCount + 1)
        Set xlCol = xlRow.Offset(0, Columns - 1)
        xlCol = Columns - 1
    Next Columns
    rgt 2
    xlCol = "Resource Name"
    rgt 1
    xlCol = "work"
    rgt 1
    xlCol = "actual work"
    Tcount = 0
    For Each t In ActiveProject.Tasks
        If Not t Is Nothing Then
            dwn 1
            Set xlCol = xlRow.Offset(0, t.OutlineLevel)
            xlCol = t.Name
                If t.Summary Then
                    xlCol.Font.Bold = True
                End If
            For Each Asgn In t.Assignments
                dwn 1
                Set xlCol = xlRow.Offset(0, Columns)
                xlCol = Asgn.ResourceName
                rgt 1
                xlCol = (Asgn.Work / 480) & " Days"
                rgt 1
                xlCol = (Asgn.ActualWork / 480) & " Days"
            Next Asgn
            Tcount = Tcount + 1
        End If
    Next t
    AppActivate "Microsoft Project"
    
    MsgBox ("Macro Complete with " & Tcount & " Tasks Written")
    End Sub
    Sub dwn(i As Integer)
    Set xlRow = xlRow.Offset(i, 0)
    End Sub
    
    Sub rgt(i As Integer)
    Set xlCol = xlCol.Offset(0, i)
    End Sub
    You can also try to export the Outline Level field to Excel and then apply the indentation in Excel.

  3. #3
    Join Date
    Aug 2005
    Posts
    257

    Re: Export MS Project 2007 to Excel

    Could you please tell me a way to apply the indentation in Excel. Thank you.

  4. #4
    Join Date
    Sep 2005
    Posts
    179
    You can try to export the Outline level field to Excel along with the rest of the data and then you can use the autofiltering to show only tasks with the selected tasks. After that you can use the Indent buton in the Alignment Group on the home tab to Indent for each outline level. For instance, outline Level 2, I would indent once -- outline level 3, I would indent twice.

  5. #5
    Join Date
    Oct 2005
    Posts
    924
    You can also use something called as an EasyProjectPlan which is a useful and reliable application that will help standardize the process in which team members define and inform your homework. EasyProjectPlan is designed for distribution to project team members so they can easily input their tasks, dates and status using a standardized interface and it is easy to use. EasyProjectPlan templates can be imported into Microsoft Project to create instant Gantt charts and can synchronize data between the two programs.

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