If PPM is the owner of the project/program schedule, exports to MSP can only be for distribution and will be prohibited from being imported back into PPM.Īgile PPM is a Project Management system designed to work as part of PLM, and is different from Microsoft Project.Īgile PPM is deliverable-oriented MSP is constraint-oriented.

If MSP is the owner of the project/program schedule, no changes to the schedule dates, features that impact schedule dates, or resource assignments can be made in PPM. In order for the integration to work, it is imperative that you understand the following:įor every project that may be imported to, or exported from, PPM, a single schedule editor must be defined, and honored, for the life of the project. The integration uses Microsoft® Project data stored in XML format to facilitate import and export. Click Finish to complete the exporting process.The Agile PPM-Microsoft Project integration enables you to schedule projects using Microsoft® Project ( MSP) and publish the results back to PPM. It will be added to the predefined map list. On the Export Wizard End of Map Definition step, select Save Map if you want to use it again in the future, and type a name in the Map name box. If necessary, select a specific export filter from the “Export Filter” box. Edit any mapping assumptions made by Microsoft Project and add any new mapping fields to the Task Mapping, Resource Mapping, or Assignment Mapping processes. Select the data types you are exporting and the options you want in the Export Wizard Map Options section. Step 4: Edit the Export Wizard Map Options Data.Then, on the Map step, choose New Map to create your own data settings for mapping your data from Microsoft Project fields to the proper Excel fields.

On the Data step, choose Selected Data if it’s not already selected. Step 3: Begin with the Export Wizard OptionĪfter clicking Save, the Export Wizard appears.Then in the File name box, type the name you want, and choose Save. Choose “Save Project as File” and double-click on Microsoft Excel Workbook under the Other File Types option.Ĭhoose the workbook’s location in the Save As dialog box. Go to the File Menu, then select the Export option. Open the project that needs to be in Excel format in your Microsoft Project. Not only will this provide you with a breakdown of your task, but it will also give you an overview of when your projects may start and end.

How to Export from Microsoft Project to ExcelĮxporting your output in Microsoft Project to Microsoft Excel has its perks, especially when you want to create a visual timeline graph or a Gantt chart to map out your project schedules and phases.

Ms project export timeline