Export of data from PPM to Office

Office Exporter

What is
Office Exporter?

Office Exporter exports data from Microsoft Project into reports in Microsoft Office programs automatically. This is a must have tool for project managers. With Office Exporter, you are only a click away from generating an updated report – it has truly never been easier!

Key Benefits and Features

Office Exporter reuses project data from Microsoft Project Online, pushing it to a predefined report template and finally saving it to the project site or similar. This means, that instead of copying or manually creating project relevant reports, project managers or project assistants can spend their time on value adding tasks. It takes about 10-20 second to create a report.

The configuration of the app is user friendly, which makes it easy for your super user or PMO to maintain and adjust along the way. The reports can be tailored to the specific needs of the organization, both in terms of content and graphical identity.

Office Exporter is a strong “live” data App, that is flexible for your needs.

The Office Exporter has a wide range of possibilities for exporting all standard project online fields as well as all custom fields. For instance, there is the possibility to export the Schedule plan, use filter only on milestones, or a lot of other options using OData mapping.

It is possible to export both root site and project site SharePoint lists, such as Risk, Issues, Snapshot etc. Filter lists on specific elements, e.g. only active risks or risks that have the highest exposure –

Furthermore, Office Exporter can push data from Projectums Financial Management add-on, and here the output can have the exact same look as in Project Online, which will give the user high recognizability from Project Online.

Office Exporter is a very straightforward tool when it comes to both configuration and usage. When the App is installed, the first thing that needs to be done is to decide the look and need for the reporting template. This means that you decide how your status reports should look (you might already have a draft). Should it be in the format of PowerPoint or Word, and furthermore, which data needs to be in the report – such as your KPI’s, Finance Data, Overall Master data or Upcoming Milestones.

When the template has been mapped up, next thing is to install the Web part on the page where the reporting button should be and map it to the right template. When this is set, then it is just to create your defined reports, and meet up for steering group meetings, with no worries about structure and processes for reporting.

Highlights
Optimize and automate use of existing and available project data
Streamline reports using standards Microsoft office programs – Word and PowerPoint
Reduce manual work and save time
Easy and intuitive user experience
Why you need
Office Exporter

Watch how Office Exporter works in action as Peter takes you through a demo.

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