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Project 2007 / Getting a list of just tasks RRS feed

  • Question

  • Hi folks,

    I have a wonderfully detailed project plan with lots of nested tasks, like this:

    Build X   100 hrs

        Build part 1 of X  40 hrs

        Build part 2 of X  60 hrs

    For various reasons related to hours analysis, I have been asked to get the tasks and their hours into Excel. However, when I use Project's standard "Save as..." to save the tasks to Excel, I end up with a list of all tasks, but invariably I lose the hierarchy and I end up with the list of all tasks, but then it looks like this:

    Build X   100 hrs

    Build part 1 of X  40 hrs

    Build part 2 of X  60 hrs

    So, unless I go through and painstakingly remove all of the "parent" nodes, I end up with double the number of hours.

    Is there an easy way to get just the "pure" hours and not the summarized parent tasks out of Project and into Excel? (Using MS Project Professional 2007)

    ~Steve

    Tuesday, May 1, 2012 8:47 PM

Answers

  • In Project create a Filter called no Summary Tasks so you only see sub-tasks.

    When creating the Map (in File Save as wizard) you can select a Filter: select the one just created.
    Now your doubling up problem goes away.

    If you like, you can insert a Text custom field and fill in each task's summary task name. Include this field in the map and then Excel can calculate summary totals for you.

    Alternatively any report can be created in Excel using VBA.


    Rod Gill

    The one and only Project VBA Book

    Rod Gill Project Management

    • Proposed as answer by Ismet Kocaman Tuesday, May 1, 2012 10:42 PM
    • Marked as answer by sbattisti Thursday, May 3, 2012 6:34 PM
    Tuesday, May 1, 2012 9:06 PM
    Moderator
  • sbattisti --
     
    Because of time zone differences with New Zealand, which is where Rod Gill lives, he may not see your question any time soon.
    Therefore, please forgive me for bumping into this thread, Rod, to get this question answered right away.  To create the filter that
    shows only regular tasks, but not summary tasks, use the following filter criteria:
     
    Summary            Equals            No
     
    Do not select the "Show Related Summary Rows" checkbox when you create the filter.  Hope this helps
    .
     
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by sbattisti Thursday, May 3, 2012 6:34 PM
    Thursday, May 3, 2012 6:08 PM
    Moderator

All replies

  • In Project create a Filter called no Summary Tasks so you only see sub-tasks.

    When creating the Map (in File Save as wizard) you can select a Filter: select the one just created.
    Now your doubling up problem goes away.

    If you like, you can insert a Text custom field and fill in each task's summary task name. Include this field in the map and then Excel can calculate summary totals for you.

    Alternatively any report can be created in Excel using VBA.


    Rod Gill

    The one and only Project VBA Book

    Rod Gill Project Management

    • Proposed as answer by Ismet Kocaman Tuesday, May 1, 2012 10:42 PM
    • Marked as answer by sbattisti Thursday, May 3, 2012 6:34 PM
    Tuesday, May 1, 2012 9:06 PM
    Moderator
  • Thanks Rod,

    Unfortunately, I must be extra-dim today, because I can't figure out how to do what you are suggesting. Can you give me more explicit instructions about how to create the no Summary Tasks filter?

    I tried creating a filter with the "Show related summary rows" box unchecked, but when I apply the filter I still get all of the summary rows.

    Not quite sure how to proceed.

    Thursday, May 3, 2012 2:25 PM
  • sbattisti --
     
    Because of time zone differences with New Zealand, which is where Rod Gill lives, he may not see your question any time soon.
    Therefore, please forgive me for bumping into this thread, Rod, to get this question answered right away.  To create the filter that
    shows only regular tasks, but not summary tasks, use the following filter criteria:
     
    Summary            Equals            No
     
    Do not select the "Show Related Summary Rows" checkbox when you create the filter.  Hope this helps
    .
     
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    • Marked as answer by sbattisti Thursday, May 3, 2012 6:34 PM
    Thursday, May 3, 2012 6:08 PM
    Moderator
  • Thanks guys.

    I had actually just figured that out, but you beat me to the "Reply" button! :)

    ~Steve

    Thursday, May 3, 2012 6:35 PM
  • Steve --
     
    Good for you, my friend.  And you are more than welcome for the help as well.  :)
     

    Dale A. Howard [MVP]
    VP of Educational Services
    msProjectExperts
    http://www.msprojectexperts.com
    http://www.projectserverexperts.com
    "We write the books on Project Server"

    Thursday, May 3, 2012 7:52 PM
    Moderator