Chapter 12: Sharing Project Information with Other Programs

Chapter at a Glance

Create snapshots of Project views to paste into other applications, page 262. Export information from Project into common formats used by data-crunching applications, page 271. Use the Copy Picture to Office Wizard to create new Office documents that include key Project status values and an image of the project plan, page 275. Create a visual report to represent schedule details in Excel or Visio, page 279.

In This Chapter, You will Learn How to:

• Copy and paste data to and from Project.

• Use Project to open a file produced in another program.

• Save Project data to other file formats using import/export maps.

• Generate a new Office document that contains essential project details and an illustration.

• Generate new Excel and Visio documents using the Visual Reports feature.

Tip 

Do you need only a quick refresher on the topics in this chapter? See the Quick Reference entries on pages xxv–xlviii.

In this chapter, you focus on various ways of getting data into and out of Microsoft Office Project 2007. In addition to the standard Windows copy and paste features with which you might be familiar, Project offers a variety of options for importing and exporting data.

Throughout this chapter, you’ll see the following terms:

• The source program is the program from which you copy information.

• The destination program is the program to which you paste information.

Tip 

This tip describes enterprise project management (EPM) functionality. This chapter describes various ways of sharing information between Project and other applications, usually to communicate project details to stakeholders. Project Professional, when used with Project Server, offers more sophisticated ways of communicating with resources and other stakeholders online. To learn more about the enterprise collaboration tools available with Project Server, see Part 4, “Introducing Project Server.”

Important 

Before you can use the practice files provided for this chapter, you need to install them from the book’s companion CD to their default locations. See “Using the Book’s CD” on page xix for more information.