Suggested names will be created in the Excel field – you can rename these as required.
For me they are Resource Name, Task Name, Work, Start & Finish. Next, select the fields you want to export from Project. We need assignment data, and we will include the headers (titles or column names) in our output. I’ll list all the screen shots so you can follow it completely We simply need the resource, task name start and finish dates. The goal of this wizard is to choose the data to export from Project. Next you are taken through the Export Wizard. Saving this to Excel 97-2003 format gives the following warning. The file I’ve chosen to use for this blog is the “Wine tasting fundraiser” template from .Ĭlick on File | Save As and choose Excel 97-2003 format.
Open up Project, go to the Backstage | Options | Trust Center | Trust Center Settings | Prompt when loading files with non-default file format. We need to save it to 2003 format because for some reason Outlook doesn’t have an option to import items from 2010 versions of Excel!ĭue to the usual security concerns, we specifically need to change the settings to allow saving in an older format. So the first thing I need to do is to save the file in Excel 2003 format.
Note that I’m using Project 2010, Excel 2010 and Outlook 2010, but this should work in all formats commonly used. So, that’s my excuse for this foray into Project, Excel and Outlook, what’s yours? Of course, it’s much easier if I’m driving the schedule, but sometimes I’m just the hired hand – when I’m driving all of my schedules, I just stick them in Project Server!
Within each schedule I might be known as Ben, Ben Howard, Consultant or any other such name, and so there would be little consistency for putting them in a Master Plan. As a consultant, it’s important to be able to tell a client whether I can be onsite and away from home during a certain period, and if I’m working for multiple clients, then I need to consolidate several schedules. I guess the 1st thing to ascertain is why we might want to do this – for me it is basically the requirement to view both my programmed work from multiple projects (held in single MPP plans) and Outlook, (where I plan other things such as personal commitments which in turn often determine which location I need to be in (eg I need to be home for certain social commitments)). This is something that in the past I have done manually, but due to a discussion on a Web2.0 application somewhere I had the idea that it would be possible to semi automate this.
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