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Convert a project document to Excel.

ResolvedVersion 2007

Alistair has attended:
Excel Intermediate course
Project Introduction course

Convert a project document to Excel.

Please remind me how to convert a project document to Excel.

RE: Convert a project document to Excel.

Hi Alistair

Thank you for your question. From the File menu choose Save As... and set the type to Excel Workbook.

A series of dialog boxes will walk you through the settings required to complete the export.

One thing you may want to check is Tools > Options > Security. Make sure that your settings allow Project to prompt you when saving to legacy formats. The export engine generates an Excel document in an older format than 2007. Unless the security setting is set to prompt (or lower) the export will fail.

I hope this helps - do let us know if you have any further quesitons.

Kind regards,
Andrew

Fri 16 Apr 2010: Automatically marked as resolved.

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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