Exporting Projects to Excel
WBS Schedule Pro Excel Export Wizard
allows you to export WBS Schedule Pro data to a nicely formatted Excel Spreadsheet.
To export to Excel from within WBS Schedule Pro, choose the
tab and click the
Select the fields you wish to export:
The WBS Schedule Pro Excel Wizard transfers the data to an Excel Spreadsheet:
Notice the Summary Task formatting, currency formatting, indenting and automatic grouping.
Microsoft Project Users
- Instead of exporting directly from MS Project to Excel, use WBS Schedule Pro to export your MS Project plans to Excel for better spreadsheets!
Why? Because Microsoft Project's Excel Export has
limitations that are overcome by using WBS Schedule Pro. These include:
1. Cell Formatting - Exporting from Microsoft Project to Excel formats all cells as plain text. Fields like Cost are not set to a currency format, dates are not set to a Date format, % Complete does not get displayed properly, etc.
2. Task Indenting - The Summary Tasks and Tasks in your Microsoft Project plan are all placed at the same level. The indenting you did in the Gantt Chart in Microsoft Project are no longer displayed in the Excel file.
3. Notes - From Project to Excel, the Notes field will be truncated to the first 255 characters or the first line break (whichever comes first). There is no easy way to get the complete Notes field directly from Project to Excel.
Opening your MS Project plans in WBS Schedule Pro and exporting to Excel bypasses many of the limitations of exporting from MS Project directly to Excel.
Read more about it on our website