Automatically Indent Project Plan from Microsoft Project (MPP) 2007 to Excel (XLS) 2007

Problem:

When you copy Project tasks of a Project Plan from Microsoft Project to Excel, You lose all the beautiful indention. The below images illustrates the problem

Project Plan in MS Project:

Pic1-1

Same Project Plan when pasted in Excel:

Pic1-2


Solution:

 

I have created this Excel template where you can paste your MPP tasks and it will automatically be perfectly indented. Here are the solution steps

  • · Download the Excel Template from here.
  • · Show your desired level of task details in Microsoft Project by clicking "Show" Drop down on Formatting Toolbar
  • · Make sure you have "Outline Level" Column shown in Micorosft Project. (insert -> Column -> Outline Level)
  • · Copy whole tasks column from MPP in Cell H2 of Excel
  • · Copy whole Outline Level column from MPP in Cell I2 of Excel
  • · You're Done ;). Check Column A

 

Indented Plan should look like:

Pic1-3

Optionally you can,

· Hide Column H,I,J & K in excel Sheet

· Configure the Indentation width from Cell K2

· Paste as many additional columns from MPP to Excel as you want (e.g. Duration, Resources etc)

· Copy/paste the indented columns from Excel to Word if you want to use project plan in MS Word

 

How I achieved this:

· Indention have been achieved using the formula "=REPT(" ",Identation_Width*I2) & H2" in Column A

· Summary Tasks have been made bold using Conditional formatting formula (I1>I2)on Column A.

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Markus Schopenknecht said...

So excel 2007 didnt have buttons for indenting? Or ist it just easier with code? Obviously, the template saves a lot of time for bigger sheets. Sorry if i sound inexperienced, i use excel 2007 just at work (since few days) and at home i have excel 2010. And a guide for indenting ( http://www.excel-aid.com/excel-indent-indenting-cell-contents.html ) i found said that there is a button/menu for that.

Hammad Arif said...

Hi Markus,

Excel has great indenting features but its not desirable to paste 100+ lines Project Plan from MS Project 2007 and then indent each line manually. The template does the job Automatically.

This, anyways is fixed in Project 2010 & Project 2013 where copy/pasting a plan from Project to Excel automatically gets indented without requiring any template. So the template is only required for MS Project 2007

Markus Schopenknecht said...

I see. Thanks for sharing, if i ever need such a template i now know where to find it :)

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