FAQs Import/Export

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FAQ › How do I...? › Category: Import/Export
What is Dashboard?
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The Dashboard functionality allows you to aggregate multiple project files (either located on your machine or online) in a virtual master project to help you get a higher-level perspective on your projects.

I want to export my plan, but it keeps showing me an alert box saying "There is no email, you need to configure an email account to use this feature" after I choose any option in export to (pdf, image, mpp)


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The message that you received should only appear if you don’t have an email account set up and emails cannot be sent. This is not our implementation, we just ask the system if a mail can be sent and if the answer is Yes we then proceed with our implementation.

Please check Settings - Contacts - Default account to make sure the correct account is set. Also, you need to make sure that you have the correct credentials in Mail app. We found a discussion thread about a similar issue, maybe it helps: Apple Discussion.

How do I export the tasks to my personal calendar?
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To export the tasks to your personal calendar, follow the steps below:

  1. Go to menu Share – Export – Export to My Calendar.
  2. On the Reminder section you can select when to be notified: None, On Start or 15 minutes before.
  3. On the Items section you can select to export the tasks from the entire project (Project option), the tasks from the current view (View option) or the selected tasks (Selected option).
  4. On Details section you can select what information to export about the tasks: Task Name, Notes, Resource Names.
  5. On the Criteria section you can specify the criteria to export the tasks: No criteria, Only the future tasks (Future only option) or Milestones only.
How can I import an Excel file with extension on XLSM?
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We are sorry but our application doesn’t support importing files with .XLSM format.
How can I keep the project structure when using the "Export to excel" functionality?
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We are sorry but keeping the project structure when exporting to Excel, is not possible at this moment in our application.
How can I export the .mpp file in a different format?
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Our application allows you to export your .MPP files to ExcelPDF, Image, PowerPoint, XML, Dashbord and MPP.
In how many formats I can import my file?
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Our application allows you to import files from Excel, SmartSheet, XML, Xmind and MindManager.
Can I export to PowerPoint on Mac?
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The "Export to PowerPoint" functionality works only on Windows and Web Platforms.
How can I export to Excel the Gantt Chart?
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It is not possible to export to excel the Gantt Chart, but only the information about the tasks from the grid.
How do I save a schedule as a PDF on my One Drive?
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The only way to save other file formats other than .MPP on any storage locations is to export it in the format you require, by going to File menu - Export, and then upload it on the wanted cloud except My Drive 365 which is available only in the app.

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To export a view to PDF just switch to the view you want to export and go to File menu - Export - Export to PDF.
How can I keep the outline structure when importing an excel file?
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In order to keep the outline structure, you can insert the column “Outline Level” into your project and then export it to Excel. After that, when importing it, the project structure will be the same as the one before exporting the project.
How can I import a PDF file?
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We are sorry but the Import from PDF functionality isn't available in our application at the moment.
How can I export to excel only the summary tasks?
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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".
How can I export to PDF only the tasks?
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To export only the tasks, please use the Task Sheet view. Then, go to the File menu - Export - Export to PDF.
Can I export my dashboard?
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In order to export your Dashboard, enter File - Export - Export Dashboard.

What is Import schedule?
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To import schedule is a functionality that converts a schedule into the format required by the application being used.
What is Mind mapping?
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Mind Mapping is a graphical way to represent ideas and concepts.
What is Excel?
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Microsoft Excel is a software program used to create spreadsheets.
What is Export schedule?
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To export schedule is a functionality that converts a schedule from a format to another format than the one it is currently in.
How do I import the project into Primavera P6?
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You can export the project as XML file by going to menu File-Export-Export to XML and then import it in Primavera P6.
How can I export the Network Diagram view to image?
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In order to export the Network Diagram view to image, go to the "Share" menu and select "Export to Image" option.
I am preparing a Gantt chart for a 3-year studentship proposal and would like to be able to export a pdf of only the first 36 months of the Gantt. Is this possible?
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You can achieve this by going to menu Project-Filter-Date Range and insert the dates. Then, go to menu File-Print-Page Setup and make the desired changes and after this export the file to PDF. The print functionality will generate a PDF file for you only with the tasks that are presented in the current Gantt Chart view.
Does this application sync with Outlook?
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The Project Plan 365 application syncs with Outlook only for exporting the tasks from your current project to your personal calendar.
What does the “Help” button inside the Export to My Calendar dialog do?
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The “Help” button inside the Export to My Calendar dialog redirects you to the “Export to My Calendar” article in our Online Help page.
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