Sorry, I should have said - I have been getting so frustrated about the intransigence of MS Project 2010.
So, what I am trying to do is export a cashflow from Project to Excel.
The excel columns I want are:
Task Name : Start Date : Finish Date: Cost : and then a cashflow by month
I don't want resources or anything else cluttering up my spreadsheet
This does not provide me with a monthly cashflow, only the various fields I select.
I am looking to export the cashflow you can see when you do the following in MS Project
- click on the task usage button in the bottom right corner of the MS Project window
- right click and select costs
If I could export this without the resources appearing in the task name column I would be happy
I tried that and ended up with a graph, rather than a spreadsheet.
Where do you "set the task to Row, Calendar to Column, and Cost to Data"?
I must be thick but nowhere in the Visual Report - Create Report window is there a facility to set the items as you say.
Where do I find them?
I appreciate your assistance.
I am really perplexed why this is not a straightforward thing to do.
Hi again Max,
These items are set within the Export Wizard.
Try the following:
To insert a new field above another field, click a field in the From column, and then click Insert Row. Set Task to Row, Calendar to Column and Cost to Data.
On the last page of the Export Wizard, click Finish to export the data to Excel.
Ok I have done that
I have selected the fields, Name, Start, Finish, Cost
In the preview pane I can see this, but no calendarised cahsflow.
You say to " Set Task to Row, Calendar to Column, and Cost to Data".
I do not see anywhere on the task mapping window where you can do this
Do you see an option in the Export Wizard to set the row, column, and data?
I have been using project, amateurishly, for over ten years and it always has been a case of, "maybe in the next version".