Hi,
Basically, I'm trying to export the data in have in a particular MS Project View into an Excel worksheet. Details are as follows:-
In Project I have the "Task Usage" view setup with the timescale (along the top) at a granularity of "weeks".
Down the side I have the names of Rolled-up tasks subdivided into individual tasks, which are in turn subdivided into names of people who will work against the task. In the adjoining column I have defined and hand-populated a custom field called "booking code". The "body" of the table shows how many hours the person (or task) is planned to consume in the appropriate week.
I want to get this whole view into Excel pretty much "as-is". I've tried 3 approaches :-
EXPORT
The Project "SaveAs" option seems to offer some promise but none of the standard "Export Mappings" offered appears to preserve the "weekly" breakdown of the data; they all do an unwanted roll-up of one type or another. Also, I cannot see how to set up a custom Export Mapping to get exactly what I want.
REPORT GENERATION
I've also played with the Report generation capability within Project. I have experimented with custom report formats of type "crosstab". I can get a report that looks almost as I require except for two problems :-
1) I cannot get BOTH the task name and booking code columns on the "side headings" of the report
2) The Reports are directed to a printer...how do I intercept and get into Excel instead?
COPY/PASTE
Simply copy/pasting cells isn't particularly satisfactory - it doesn't copy the whole "view". The best I have been able to achieve is to copy/paste it in two chunks; the first to copy/paste the task names and booking codes columns, and the second to copy/paste the weekly breakdowns. Even this leaves out the date headings at the top...so I have to add them into Excel afterwards by hand....So, although this method "works" its extremely clunky and is rather too error prone for my requirements
Any ideas/advice gratefully received.
Many Thanks
Rob
Basically, I'm trying to export the data in have in a particular MS Project View into an Excel worksheet. Details are as follows:-
In Project I have the "Task Usage" view setup with the timescale (along the top) at a granularity of "weeks".
Down the side I have the names of Rolled-up tasks subdivided into individual tasks, which are in turn subdivided into names of people who will work against the task. In the adjoining column I have defined and hand-populated a custom field called "booking code". The "body" of the table shows how many hours the person (or task) is planned to consume in the appropriate week.
I want to get this whole view into Excel pretty much "as-is". I've tried 3 approaches :-
EXPORT
The Project "SaveAs" option seems to offer some promise but none of the standard "Export Mappings" offered appears to preserve the "weekly" breakdown of the data; they all do an unwanted roll-up of one type or another. Also, I cannot see how to set up a custom Export Mapping to get exactly what I want.
REPORT GENERATION
I've also played with the Report generation capability within Project. I have experimented with custom report formats of type "crosstab". I can get a report that looks almost as I require except for two problems :-
1) I cannot get BOTH the task name and booking code columns on the "side headings" of the report
2) The Reports are directed to a printer...how do I intercept and get into Excel instead?
COPY/PASTE
Simply copy/pasting cells isn't particularly satisfactory - it doesn't copy the whole "view". The best I have been able to achieve is to copy/paste it in two chunks; the first to copy/paste the task names and booking codes columns, and the second to copy/paste the weekly breakdowns. Even this leaves out the date headings at the top...so I have to add them into Excel afterwards by hand....So, although this method "works" its extremely clunky and is rather too error prone for my requirements
Any ideas/advice gratefully received.
Many Thanks
Rob