12 Sharing Project Information with Other Programs

To copy text from a Project table to the Windows Clipboard, page 262

1 Set up the table to display only the data you want to copy-for example, apply a filter or insert or hide columns.

2 Select the range of data you want to copy.

3 On the Edit menu, click Copy Cell, Copy Task, or Copy Resource.

To copy a snapshot of a view to the Windows Clipboard, page 264

1 Set up the view with the specific details you want such as tables, filters, or groups.

2 On the Report menu, click Copy Picture.

3 In the Copy Picture dialog box, click either For screen, to optimize the snapshot for online viewing, or For printer, to optimize it for printing.

4 Select whatever other options you want, and then click OK.

To open a file in a different format in Project, page 267

1 On the File menu, click Open.

2 In the Files of type box, click the file format you want.

3 Locate and click the specific file you want to open, and then click Open.

4 If the file you selected is not in Project format, the Import Wizard appears. Follow the instructions that appear on your screen.

To save a Project file in a different format, page 273

1 On the File menu, click Save As.

2 In the Save As dialog box, click the location, and enter the file name you want.

3 In the Save as type box, click the format you want, and then click Save.

4 Follow the instructions that appear on your screen in the Export Wizard.

To create a new Project summary report for Word, PowerPoint, or Visio, page 275

1 On the View menu, point to Toolbars, and click Analysis.

2 On the Analysis toolbar, click the Copy Picture to Office Wizard button, and then follow the instructions that appear on your screen.

To create a visual report with Excel or Visio, page 280

1 On the Report menu, click Visual Reports.

2 Under Show report templates created in, select the application for which you want to generate a visual report.

3 Select the tab that corresponds to the type of data you want in the visual report.

4 Select the visual report you want, and then click View.

5 In Excel or Visio, adjust the PivotTable (if Excel) or PivotDiagram (Visio) as needed.