Excel Formatting to look like Project

[JPD]

I was raised on Primavera Teamplay so project is somewhat new to me.

I need to get updates on schedules from people designated as "project
leads", I have listed these people in the "contact" column in
Project. I can sort by that column than copy/paste to Excel....easy
enough

My problem is I would ideally like that "wbs structure" or I guess in
project the "summary" task to remain formatted like it looks in
project ... the indentions, bolding, etc. In Primavera this was
fairly easy to do, by creating a report to export data to an ASCI file
then import it into Excel.

So is there a way to get the info exported to Excel while retaining
the Project formating?

 

[John]

I was raised on Primavera Teamplay so project is somewhat new to me.

I need to get updates on schedules from people designated as "project
leads", I have listed these people in the "contact" column in
Project. I can sort by that column than copy/paste to Excel....easy
enough

My problem is I would ideally like that "wbs structure" or I guess in
project the "summary" task to remain formatted like it looks in
project ... the indentions, bolding, etc. In Primavera this was
fairly easy to do, by creating a report to export data to an ASCI file
then import it into Excel.

So is there a way to get the info exported to Excel while retaining
the Project formating?

JPD,
You might like to take a look at fellow MVP, Jack Dahlgren's macro
called, "Export hierarchy to Excel". You can find it on Jack's website
at: http://masamiki.com/project/macros.htm. As I recall, it will
preserve the indenture but not the text formatting. Preserving text
formatting is a little trickier. Unfortunately Project does not make
font characteristics available through VBA as it does with some other
applications. Therefore the font cannot be "read" directly to allow
duplication in Excel. However, in most cases the font characteristics
can be "read" indirectly and then of course they can be duplicated in
another application (e.g. Excel).

Hope this helps.
John
Project MVP

 

[Jan De Messemaeker]

Hi JPD,

Export as HTML. That retains the formatting.
Now open the HTML in Excel.
Crazy, but it works (in Project 2003).

 

[JPD]

JPD,
You might like to take a look at fellow MVP, Jack Dahlgren's macro
called, "Export hierarchy to Excel". You can find it on Jack's website
at:http://masamiki.com/project/macros.htm. As I recall, it will
preserve the indenture but not the text formatting. Preserving text
formatting is a little trickier. Unfortunately Project does not make
font characteristics available through VBA as it does with some other
applications. Therefore the font cannot be "read" directly to allow
duplication in Excel. However, in most cases the font characteristics
can be "read" indirectly and then of course they can be duplicated in
another application (e.g. Excel).

Hope this helps.
John
Project MVP

Thanks .... this seems to be heading in the right direction. But I
can't get it to work ...

I've installed the script as a module in my Global.mpt. When I run it
on the project i want to export info from, I get a blank excel sheet
and a run time error 1004:
While renaming a sheet or chart, you entered an invalid name. Try
one of the following:

make sure the name you entered does not exceed 31 characters
make sure the name does not contain any of the following

characters: : \ / ? * [ or ]

make sure you did not leave the name blank

When I debug it hightlights: xlSheet.Name = ActiveProject.Name

any ideas???

 

[John]

JPD,
You might like to take a look at fellow MVP, Jack Dahlgren's macro
called, "Export hierarchy to Excel". You can find it on Jack's website
at:http://masamiki.com/project/macros.htm. As I recall, it will
preserve the indenture but not the text formatting. Preserving text
formatting is a little trickier. Unfortunately Project does not make
font characteristics available through VBA as it does with some other
applications. Therefore the font cannot be "read" directly to allow
duplication in Excel. However, in most cases the font characteristics
can be "read" indirectly and then of course they can be duplicated in
another application (e.g. Excel).

Hope this helps.
John
Project MVP

Thanks .... this seems to be heading in the right direction. But I
can't get it to work ...

I've installed the script as a module in my Global.mpt. When I run it
on the project i want to export info from, I get a blank excel sheet
and a run time error 1004:
While renaming a sheet or chart, you entered an invalid name. Try
one of the following:

make sure the name you entered does not exceed 31 characters
make sure the name does not contain any of the following

characters: : \ / ? * [ or ]

make sure you did not leave the name blank

When I debug it hightlights: xlSheet.Name = ActiveProject.Name

any ideas???

JPD,
Yeah, does your project file name exceed 31 characters or does it
contain any of the characters indicated?

John