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Forum home » Delegate support and help forum » Microsoft Project Training and help » microsft+office+project+2003+courses+in+london - Exporting to Excel

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microsft+office+project+2003+courses+in+london - Exporting to Excel

Resolved · Low Priority · Version Standard

Reply Tue 27 Mar 2007, 14:54Delegate Feisal said...

Feisal has attended:
Project Intro Intermediate course

Exporting to Excel

How can I export Project data to Excel, without losing the task levels?

For upcoming training course dates see: Pricing & availability

Reply Wed 4 Apr 2007, 13:34Trainer Andrew said...

RE: Exporting to Excel

Hi Feisal

Probably the most reliable way to get data from Project to Excel is to use the export wizard. It involves a few steps - first from the file menu in Project choose save as...
then in the save as type dialogue box choose Excel Workbook and name your file.

The export wizard then begins, click Next.

You can either use the built in template or select your own data. Choose the project template to start with to see what Project does.

A new Excel file will be created using the entry table fields, correctly labelled.

Let us know if you need further information.

Kind regards,

Andrew

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Keep constraining dates to a minimum

As far as possible avoid fixing the dates of your tasks. For example try to steer of clear dragging task bars in the Gantt chart to move them on the timeline or entering dates directly into the Start / Finish fields.

Date constraints such as these limit Microsoft Project's ability to automatically adjust your project whenever you add, remove or modify the duration of your tasks. Instead use the logic in your task dependencies that link your tasks to enable Project to calculate the start and finish dates for you.

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