I would like to export the task list in Microsoft Project to Excel and keep the WBS structure. A cut and paste loses the WBS structure. Is there a way to accomplish this?
Answer: Yes, you can do this. The answer comes from Greg H. of Wheaton, IL, who presented his solution at an MPA meeting years ago. This export can only be done on Microsoft Project 2002 and 2003, but not earlier or more recent versions of the product.
The first decision you have to make is what you would like to export. You can export any standard or custom tables or you can select individual fields to create your own export map. For the purpose of this example, we’ll export the task entry table to Excel, keeping the WBS format intact. Here’s an example of a direct export from Project to Excel.
- Open the Microsoft Project file.
- Choose File | Save as and select the location where you wish to put the file.
- Enter a filename.
- Specify the Save as type as Web page (*.html, *.htm).
- Click on Save. The export wizard will start.
- Choose Next (to continue).
- We will select a new map for this example. Choose Next.
- Click on Tasks in the top area. Make sure that the Export Header row is selected in the bottom area, then click Next.
- For this example we will use the table Entry, so click on the buttom, “Base on Table,” and select Entry.
- Click OK to continue.
- Click Finish
You have created a .html file that looks like this:
- Right-click on the file name in Windows Explorer. Rename the file by just changing the file ending to an .xls file. You will see this error message:
- Click “yes” to make the change.
The result will be something like this:
Give it a try!