Lesson 7: Export Options

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Project Plan 365 offers Export functionality, which allows you to export the task or resource information from the current view in different formats: MPP, XML, PDF, Excel, Image, PowerPoint and Word.

There is also the possibility to export a consolidated project plan to Dashboard.

The Export options can be accessed from the File → Export menu or can be found under Team menu.


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Export to MPP option can be accessed via menu File → Export → Export to MPP. It exports all views and information in an MPP file.

Export to XML option can be accessed via the menu File → Export → Export to XML, being available for Gantt Chart, Tracking Gantt and Task Sheet views. By using this option, the content of the list of tasks will be exported in xml format. Project Plan 365 and MSP support this file format, and you may open the file as a project plan. You also have the possibility to export a report of your project plan in XML format.   

Export to PDF option can be accessed via menu File → Export → Export to PDF. Project Plan 365 has built-in support for export to PDF. It exports the information from current view displayed in PDF file. The generated PDF will take into account any settings that you specified under Page Setup dialog. The file exported can be opened in and printed in any compatibility application, like Adobe or other. When you save your project file as a PDF, you can share it with anyone who has a computer, even if they don't have Project installed. To this end, you must choose the view you want to export and then select the Export to PDF option under Export menu. You can also export your project plan to PDF format, by choosing to print your file to PDF format instead to send it directly to the printer. You also have the possibility to export a report of your project plan in PDF format.   

Export to Excel option can be accessed via the menu File → Export → Export to Excel, being available for Gantt Chart, Tracking Gantt and Task Sheet views. By using this option, the content of the list of tasks will be exported in a CSV format. It exports the information in a textual, comma-delimited format. Excel supports this file format, and you may open the file as an Excel sheet. You also have the possibility to export a report of your project plan in Excel format.   

Export to Image option can be accessed via the menu File → Export → Export to Image, being available for all views. By using this option, the current view will be exported in a PNG file. The exported file can be opened in and printed in any compatibility application, like Microsoft Pictures Manager or other. You also have the possibility to export a report of your project plan as an image in PNG format.   

Export to PowerPoint option exports project information into a Microsoft PowerPoint file. A summary table will be created which contains statistics information. The file exported can be opened in and printed in any compatibility application, like Microsoft PowerPoint or other.  

Export to Dashboard option it exports the created dashboard as a project, so you can see it later on. Dashboard function, available under Report menu, first aggregates multiple project plans into one dashboard view, saves and exports the file in XML format. Upload and view dashboard using a compatible application like Project Viewer for Win Web/Server or Project Plan 365 for Win Web/Server.   

Export to Word option exports project information regarding a report for your project plan in a Word file (i.e. doc format). The file exported can be opened in and printed in any compatibility application, like Microsoft Word. Export to Word is only available for reports.




image003.gif  Practice

   1. For the currently opened CommercialConstruction_lesson6 file, go to File → Export menu and select Export to PDF. A Save As dialog will appear where you can indicate the location where the generated PDF file to be saved on your disk.

   Press Save button and then the generated PDF will be opened with a compatible application like Adobe Reader. It should look like below. Notice the company logo image that appears on the footer of the page, as it was set using Page Setup dialog:​

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   2. For the currently opened CommercialConstruction_lesson6 file, go to File → Export menu and select Export to Image. Choose to save the image on your Computer and then open it. It should look like below:

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