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Excel

Export Project Plan to Excel

Select any amount of tasks, and export them to Excel. LiveProject will add 1, 2 or 3 new sheets in a new or existing excel sheet, and export your selection. If you select an excel sheet that already has these sheets, they will just be updated. As a great little tip, LiveProject will NAME each range of data, so if you use Pivot Tables or references, you can simply use the named ranges. This enables easy updates of your excel spreadsheet without the need for re-linking when more or less rows are exported. You can even name the sheets and ranges yourself.

Note: You must have Excel installed on your machine for this to work. If you don't have Excel installed, then use the CSV export. The CSV file can then later be used in Excel if desired.

Excel Export

Select the types of data to export as well as the file in which to export the data. For each type you also specify the Sheet and the Range names.

Tasks export will export the selected tasks with one row per task.

Resources export will export the selected resources with one row per resource.

Change History export will export the selected tasks with one row per task and a row per accepted suggestion or per suggestion group.

Export Options

Include header row

If this is checked, then the first row will be a header row with the column names such as Task Name, ID etc.

Task Options

Select the Task columns to export or export all Task columns.

Resource Options

Select the Resource columns to export or export all Resource columns.

Change History Options

Select the Change History columns to export or export all Task columns.

Group changes

Choose this option if you want to group the suggestions together based on the time the suggestion was sent. For example, let's say John Smith suggested changes to both the Actual Duration AND the Remaining Duration, then with this option there would only be one line in the export containing both of these changes.

One change per line

Choose this option to export each suggestion on a separate line. For example, let's say John Smith suggested changes to both the Actual Duration AND the Remaining Duration, then with this option there would only be one line in the export with the Actual Duration change and one with the Remaining Duration change.

Export all 'changed' columns

Export all columns that 'changes' on them. This is in addition to the columns selected specifically. Choose this option to make sure that all changes are captured by the export.

Exclude parent tasks

Use this option to exclude parent tasks from the export as these are generally 'summary' tasks.

Only 'changed' tasks

Use this option to only export tasks that have changes on them.

Include 'pending' suggestions

Check this to also include suggestions that are still pending. Normally only accepted suggestions are included.

Include 'change' information

Include the change information, e.g. sender of the suggestion, approver, date/time it was sent etc. These will be included in additional columns.

Get Templates

Click here to get the default templates available for Excel exporting. You will be asked for a folder into which the templates will be saved to.

Get more templates

Click here to go to the KaDonk support Forum where you can find more templates and more information regarding templates etc.

See also:

 

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