top of page

Export an Excel file to Microsoft Project in Estimator

Updated: Jul 11, 2023

SharpeSoft Estimator users have the option to make use of several Export Procedures when exporting from from the cloud environment. In this blog, we'll go over a generalized method of exporting from the cloud server to your personal machine, using Microsoft Project as the example.




Reminder

You can import and/or export data to and from a spreadsheet from the main Jobs window, the Bid Items windows, the Job Subcontractors window, the Audit Trail Activity window, all of the the cost database tables, and in many of the windows from the Defaults menu, such as Cost Codes and Labor and Equipment areas.


One of the main differences is that MS Project isn’t installed on the cloud itself, so we’ll need to export the project to .xml (a generic file type) and then download it to your local computer to open the file in your own copy of MS Project.


Export an Excel File to Microsoft Project: How to

  • Open the Job Bid Items window by either clicking on the icon on the toolbar, or select Bid Items from the Job drop-down menu.

  • Make sure the job you want to export is activated.

  • Click on Utilities on the toolbar at the top of the program. Scroll down to Export, then click Export Procedures on the pop-up.

  • Inside the Export Procedures window, make sure that you have Microsoft Project selected, then select Export.

  • Set the preferences up for exporting how you would normally.

  • Note that the Save As option will only make the .xml file type option available, because Estimator has detected that MS Project is not installed on the cloud.

  • Now you can select a destination to save the file (keep in mind this is still in the cloud). More than likely you will want it to be the Documents folder for your user. You can use the search button to the right of the pathway field to find that folder, or create your own, etc. Select Start Export.

Bringing the Document from the Cloud to Your Device

  • Now that the Excel file has been created, you can move it out of the cloud and onto your personal system.

  • Select the cloud toolbar arrow at the top of the screen to open the cloud toolbar.

  • Select Server to PC (second icon from the right).

  • Find your file in your Documents or wherever the Excel sheet might have been saved, then click Open.

  • A download status window will open to show you that the file has successfully been transferred to your PC. You can now open the document in Excel like normal.

Opening the File in Microsoft Project

  • Once this is done, you can exit the cloud.

  • Now inside your workstation, open MS Project.

  • Select Open.

  • Select Browse.

  • Navigate to your Downloads folder to where you just downloaded the .xml file. In order to make the fle appear in the file explorer, you will need to change the file type to .xml. Open the file.

  • In the import wizard, you have the option to save the file as a new project, or overwrite a previous project. In this example we will be saving it as a new project.

  • You can now view and edit the file in MS Project like normal.

Important: Be sure to save the file now that it’s been opened in MS Project. When saving, use the Save As option, and make sure the file type is the MS Project type (.mppp). You can delete the .xml file now to save space.


Conclusion


The SharpeSoft Estimator is a simple tool that can help you organize and adjust your spreadsheets to give you the best user experience possible.


To learn more about general import/export information, review the Excel Import/Export blog, or the Export a Quote to Excel blog.


24 views0 comments

Comments


bottom of page