Link Specific Task Levels to Excel

[Annabelle]

(resubmission - incorrectly entered under MS Project 2000)
Apps: MS Project 2000, MS Excel 2002 (Sp2)
Goal: Weekly project status report (Excel), automatic
update.

Question: I'm trying to streamline the weekly report
process by automatically pulling the milestone information
from Project to Excel. The project plan may have a hundred
tasks and various levels of subtasks. For my report, I
want to be able to select the high level tasks for the
current month. For a July 2003 report, I would only pull
over 8 key milestones that are due for that month.

I'm more familiar with the power of Excel than I am with
Project. Is there a macro I can use to accomplish this?
Any help would be appreciated.

 

[Jack D.]

(resubmission - incorrectly entered under MS Project 2000)
Apps: MS Project 2000, MS Excel 2002 (Sp2)
Goal: Weekly project status report (Excel), automatic
update.

Question: I'm trying to streamline the weekly report
process by automatically pulling the milestone information
from Project to Excel. The project plan may have a hundred
tasks and various levels of subtasks. For my report, I
want to be able to select the high level tasks for the
current month. For a July 2003 report, I would only pull
over 8 key milestones that are due for that month.

I'm more familiar with the power of Excel than I am with
Project. Is there a macro I can use to accomplish this?
Any help would be appreciated.

First, for exporting to excel take a look at the sample "export heirarchy to
excel" macro on my macro page.
http://masamiki.com/project.htm
For selecting the tasks use something similar to this:

----snip-------
for each task in activeproject.tasks
'checks for milestones
if task.milestone then
'which finish after the current date
if task.finish > now() then
'and which finish in the next 30 days
if task.finish < now() + 30 then
'write the task to excel
'modify the code from the example here
end if
end if
end if

----snip---------

If you have hand selected the milestones then use a flag field or something
similar

ie:
if task.flag5 then
'do stuff
end if

--
Please try to keep replies in this group. I do check e-mail, but only
infrequently. For Macros and other things check http://masamiki.com/project

-Jack Dahlgren, Project MVP


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