Exporting Summary Task Costs into Excel

[Jack]

Hi,

I would like to export MS Project data into excel. I want to export
project cost data for each resource working on a given project on a monthly
basis. I'm using the export wizard and I can get the cost data for each
task in the project, along with all of the summary tasks. The problem is
that the summary tasks cost include the roll up of each subtask cost along
with any costs for resources applied to the whole summary task. How do I
seperate out the costs for each sub-task from the summary cost totals to get
an accurate total project cost?

Thanks for your help,
Jack

 

[Jim Aksel]

It may be more helpful for you to use the Resource Usage View and the Task
Usage View. You can then add columns to these views to obtain the results
desired. That solution is entirely within Project and not Excel. However, I
think it will get you the desired answer.

I use this method along with printing to a PDF file.

 

[John]

Hi,

I would like to export MS Project data into excel. I want to export
project cost data for each resource working on a given project on a monthly
basis. I'm using the export wizard and I can get the cost data for each
task in the project, along with all of the summary tasks. The problem is
that the summary tasks cost include the roll up of each subtask cost along
with any costs for resources applied to the whole summary task. How do I
seperate out the costs for each sub-task from the summary cost totals to get
an accurate total project cost?

Thanks for your help,
Jack

Jack,
Since you are getting the summary line data I will assume you are using
the export map wizard as opposed to the "Analyze timescaled data in
Excel" wizard which exports timescaled data.

Although you can summarize groups of data by using the Grouping feature,
the data cannot be directly exported in that format. There are various
options. If I were trying to get the type of output you want I would go
directly to VBA and write a macro to do it, but that isn't a good option
unless you know Project VBA.

It also sounds like you are applying resources to summary lines. This is
not recommended. You might want to go to our MVP website at:
http://project.mvps.org/faqs.htm
and read FAQ 49 - Summary Task resources

Nonetheless, perhaps the most viable option for you is to use spare cost
fields to hold the non-summary cost data. This could be done with a
simple formula, for example:
Cost1 = [Cost]
Then use the rollup to summary line option to roll only those cost up to
the summary level.

Hope this helps
John
Project MVP