Export to Excel or CSV

Online Help > Export to Excel or CSV

What does the “Export to Excel” functionality do?

The “Export to Excel (CSV)” functionality exports the information in a textual, comma-delimited format. The exported file can be opened in Microsoft® Excel or any text editor. This format exports the task or resource information in raw table format, with no formatting or outline information.

How do I export a project to Excel?

To export a project to an excel file follow these steps:

1. Open desired project file.

2. Open desired views (Gantt Chart, Tracking Gantt, Resource Sheet, Task Sheet, Team Planner).

3. Click File - Export.

4. Click Export to Excel.

How can I export a project to Excel (CSV) using automatic command?

Exporting a project to Excel via an automatic command is only available on Project Plan 365 for Windows.

General command line syntax:

ApplicationName [/switch] projectpath

/csv – export to Excel file (CSV format) for default view (currently supported views are: Gantt Chart, Task Sheet, Resource Sheet and Team Planner).

How to export information to Excel/CSV using command?

Example for how to export to Excel a sample project from c:\my files folder with Project Plan 365:

ProjectPlan.exe /csv “c:\my files\sample.mpp”- this command will create sample.csv file in c:\my files folder.

For automation purposes, the following script sample can be used (exportCSV.bat):

@echo off

set PP="C:\Program Files (x86)\Husatonic\ProjectPlan365\ProjectPlan.exe"

cmd /c "%PP% /csv %1"

if %ERRORLEVEL% neq 0 (

echo Export error for %1

) else (

echo Successfully exported %1

)

Usage: exportCSV.bat projectpath

PP variable should be set to actual application path – export result will be displayed on the screen. The exported file will be added to projectpath location.

It is available for Gantt Chart, Tracking Gantt and Task Sheet views. By using this option, the content of the list of tasks will be exported in a CSV format.

What is Export schedule?

The export schedule is a functionality that converts a schedule from a format to another format than the one it is currently in.

What is Excel?

Microsoft Excel is a software program used to create spreadsheets.

How can I export to excel only the summary tasks?

In order to export to Excel only the summary tasks, you need to apply the "Summary Tasks" filter. In order to do that, go to the Project menu - Filter - Summary Tasks. After that, go to the File menu - Export - Export to Excel, type the name of the file and press "Save".

Step by step on how to export a project to Excel/CSV:

1. Open the desired project file. 

2. Open desired views (Gantt Chart, Tracking Gantt, Resource Sheet, Task Sheet, Team Planner).

3. Click File - ExportExport to Excel.

Export to Excel is available for Gantt Chart, Tracking Gantt and Task Sheet views. By using this option, the content of the list of tasks will be exported in a CSV format.

4. In folder explorer type the name you want in the File name box or let the auto-generated name, and click Save.

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