Web Components Guide

Export to Excel

In the Web Components, the upper part provides the Project Managers Gantt (PG) chart, and the lower part provides the Resource Gantt (RG) chart.

You can export information from the PG and RG charts to an Excel file. The Export to Excel button is available in the toolbar in the following Web Components:

  • Resourcing workspace
  • Resource Plans
  • Resource Management
  • Assignment Management
  • Budgeting
  • Progress Evaluation

When you click the Export to Excel button, it downloads and saves an Excel file locally. Depending on the location from which you clicked the Export to Excel button, the exported Excel file contains one or two worksheets:

  • PG: Creates a worksheet that contains all task and assignment lines for the currently displayed project/task when you click the Export to Excel button. The Gantt chart part of this worksheet uses your selected view—Day, Work Week, Week, Month, or Year—and includes bookings for the loaded period. Any filtering and grouping that you have used in the data grid is reflected in the exported Excel spreadsheet.
  • RG: Creates a worksheet that contains all resources and their assignments or the selected page size when you click the Export to Excel button. The Gantt chart part of this worksheet uses your selected view—Day, Work Week, Week, Month, or Year—and includes values for the selected Main Display View for the loaded period. Any filtering and grouping that you have used in the data grid is reflected in the exported Excel spreadsheet.

The exported data depends on which Web Component you export them from:

  • Budgeting and Progress Evaluation: Creates two worksheets:
    • A PG worksheet that includes information for one task. This is because both Budgeting and Progress Evaluation show only one task line.
    • An RG worksheet that includes the resources associated with that one task.
  • Resourcing workspace: Creates two worksheets: one for the PG and one for the RG. However, if the RG is hidden, only the PG information is exported. It is possible to specify whether you want to export only the current period displayed, or an entire project.
  • Resource Management: Creates one worksheet, an RG sheet that includes all resources and assignments.
  • Resource Plans: Creates two worksheets: one for the PG and one for the RG. However, if the RG is hidden, only the PG information is exported.
  • Assignment Management: Creates one worksheet that lists assignments, including the resources and their tasks for each project.

You can also export an entire project based on its start and finish dates by selecting the Export entire project checkbox in the Export to Excel dialog box.