Project Management

Export a Project 2007 task-based issue log to Excel

When you share a Microsoft Project 2007 issue log, you may have to put the file in a different format so clients can read it. Here's how to export that file to Microsoft Excel.
In my previous TechRepublic tutorial, I showed how to create an issue log in Microsoft Project 2007 using a custom table and view (Figure A). When project issues are integrated with Microsoft Project, it enables you to associate the specific issue with a task on the project schedule. If the project schedule is developed using a deliverable-oriented work breakdown structure, specific issues can be linked to the tasks supporting the project deliverable. Figure A

Issue log in Microsoft Project 2007 (click the image to enlarge)

In order to share the issue log with other stakeholders, you may have to put the file in a different format for clients who do not have Microsoft Project installed. There are a variety of tools available to view a Microsoft Project file without having the program installed; for instance, a Microsoft Project viewer such as Steelray or Seavus Project Viewer can be used to read these files. Another option is to distribute the Microsoft Project file as a PDF using a PDF writing tool such as pdf995, which will allow you to print and share the issue log.

These solutions work well, but they still require additional software to be installed. The preferred solution is to export the issue log into a Microsoft Excel format so it can be easily shared.

This Microsoft Project tutorial is also available as a TechRepublic gallery.

Export the issue log to Microsoft Excel

Follow these steps to export the issue log to Microsoft Excel:

1. Open the project file.

2. Select File | Save As.

3. Select Microsoft Excel Workbook from the Save As Type menu (Figure B). Figure B

Save As dialog box (click the image to enlarge)
4. When the Export Wizard dialog box appears, click Next twice (Figure C).

5. Select the New Map radio button and click Next.

Figure C

Export Wizard - Map Options dialog box

6. Enter Issue Log for the Worksheet Name.

7. Add the following fields per Figure D:

a.       Text1

b.      Text2

c.      Date1

d.      Flag1

e.      Text4

f.       WBS

8. Click the first Text1 row in the To: Excel field and enter the name of the target Excel field per Figure D.

g.       Text1 : Enter Issue Name

h.       Text2: Enter Issue Description

i.        Date1: Enter Target Date

j.        Flag1: Enter Open Issue?

k.       Text4: Enter Assigned To

l.        WBS: Enter Work Breakdown Structure Id

Figure D

Export Wizard - Task Mapping dialog box

9. With the Export Map complete, click Next.

10. Click the Save Map button and enter Issue Log for the map name (Figure E). Figure E

Save Map

11. Click Finish.

You have now created a new export map and saved the issue log to Microsoft Excel. Each time you export the map, you do not need to create an export map again; instead in step 5, you will select the Use Existing Map radio button (Figure F). Figure F

Use Existing Map radio button
The next step is to select the Issue Log map and click Finish (Figure G). Figure G

Map selection

View the Microsoft Excel issue log

Once the file is exported, open it in Microsoft Excel. You can format the Excel file by expanding the cells and filtering the blank rows. In Microsoft Excel, follow these steps:

1. Change the width of each column as appropriate.

2. Click the Filter icon.

3. Click the Filter icon in the Issue Description field.

4. Uncheck the (Blanks) check box (Figure H).

5. Click OK.

Figure H

Uncheck (Blanks)
The end result is a filtered issue log that can easily be shared with the project team and with clients using Microsoft Excel (Figure I). By including the Work Breakdown Structure id in the issue log, you can also cross-reference the related issue to the task in your Microsoft Project schedule. You already know which issue is mapped to a specific task by viewing the Issue Log view in Microsoft Project; the Work Breakdown Structure is used for reference only. Figure I

Issue log in Microsoft Excel (click the image to enlarge)

Project management artifacts don't always have to exist as separate documents. Issue management and schedule management can easily be integrated using a custom table, a custom view, and an export map from Microsoft Project. You can create similar views for risk management and change management by following my previous Microsoft Project tutorial's steps on customization.

About

Dr. Andrew Makar is an IT program manager and is the author of How To Use Microsoft Project and Project Management Interview Questions Made Easy. For more project management advice visit http://www.tacticalprojectmanagement.com.

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