Saving MS Project File in Excel maintaining format

[Sam2421]

How do I save a file into excel saving the format (bold for summary task) and
indentation.

I am not getting the excel to format properly.

Any help is greatly appreciated.

sam

 

[Mike Glen]

Hi Sam,

Welcome to this Microsoft Project newsgroup

For the indentations, see: http://masamiki.com/project/macros.htm

As for Formats, I suggest you use Excel's filters to allow you to re-format
in bulk.

FAQs, companion products and other useful Project information can be seen at
this web address: http://project.mvps.org/faqs.htm

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP
See http://tinyurl.com/2xbhc for my free Project Tutorials

 

[Syahril Alfian]

Sam,
Working in your case, I used to do either manually copy-paste the task sheet
data from ms project to excel spreadsheet or by import project schedule to
excel thru Save As… menu. The key things you should also copy or import the
field/column ID, Summary and Outline Level.
When you already get in excel it is easier formatting your data using the
Auto Filter (In excel 2003: Data-Filter-Auto Filter). In your Summary column
you can filter for “Yes†for summary task, to format its Font, Bold, Italic,
Color, and Shading. Then you can Auto filter your Outline Level column, to
get the activities with outline level 1 then indent once, get the activities
with outline level 2, then indent twice, and so on, finally filter for All
you will get the table similar with original view in project, or could be
nicer.
If you are using the sorting way in excel instead of Auto Filter, the column
ID is very helpful to get to the original order after doing several sorting.
It would be wise if you record the macro while doing that, and next time
when you have new updates on your project you just run the macro, and you can
format your table with one click, as long as your table matrix remain the
same.

Syahril Alfian