Export project data and resources to an XLS file

1. Open the projects you want to export.
2. Choose File, Export.
3. Choose Spreadsheet - (XLS).
4. Select the subject area(s) you want to export.
5. Mark the checkbox for the project from which you want to export its data. If exporting resources only, you will skip this step in the wizard.
6. Add, modify, or select a template that specifies the fields you want to export. You can create a filter to export only a portion of the activities in the project. In the template, select each subject area from the dropdown list to modify its columns, filter, and sort information. Click OK.
   
   The export file will use the default template for the selected subject areas if you do not add a new one.
   
7. Type or select the name of the export file and the location where the file will be saved. If you have selected more than one subject area to export, each subject area will appear in a separate worksheet in the same spreadsheet file.
8. Click Finish.
9. Click Close.

Notes

• You can right-click in the Activity Table in the Activities window and select Export to Excel to instantly export activity data for the open project.
• Export does not support sub-units as unit and duration formats. Make sure the Sub-unit checkbox is cleared in the Edit, User Preferences, Time Units tab.
• To successfully import information, you must update each subject area in its own sheet in the export file.
• The first row in the export file lists the field name for each column. Do not edit these fields; they are necessary for importing. You can edit the caption in the second row of the export file. However, caption changes are ignored during import.
• When selecting the fields to export with each subject area in the template, required fields cannot be removed from the selected options list.
• If you change the sheet name in the export file, you will not be able to import its data into P6 Professional.
• You can export financial period (past period actual) data to an XLS file; however, past period actual data is ignored when you import an XLS file to P6 Professional.
• When you export resource assignments to an XLS file, only the lowest level of cost accounts associated with resource assignments is exported to the XLS file. For example, assume your cost account hierarchy has a cost account named CA, with a subordinate level named CA.A. If you assign the cost account CA.A to a resource assignment, when you export resource assignments to an XLS file, the XLS file displays "A" as the cost account, not "CA.A." If you then import this XLS file to the same project in P6 Professional, in some cases, a duplicate resource assignment will be created that lists "A" as the assigned cost account for the duplicate resource assignment.
• Importing and exporting Excel files in P6 Professional (x64) requires Microsoft ACE engine drivers.

Related Topics

Sheet names