How to Export your MS Project Schedule into Excel (.xlsx) Format

Users can follow these steps to export from MS Project into excel (.xlsx) format, then save as .CSV format to then import the file into Hoylu!

1. Begin the Export. Open the desired MS Project file
    
2. Click File in the top-left corner
    
3. Select Export
    
4. Click Save Project as File
    
5. Select Save
    
6. Enter a name in the Project Name field (ensure that Excel Workbook is selected as the file format before saving)
    
7. Click Save
    
8. When the Export Wizard pops up, click Next
    
9. Choose Selected Data and then click Next
   
   
    
10. Create or Use an Existing Map. If this is your first time doing this you will need to create a New Map. To create a new export template, click New Map
    • Be sure to save the mapping once you have completed the new mapping process to streamline future exports. This will allow you to select Use Existing Map the next time you perform this process
       
11. Click Next
    
    
12. Configure Export Settings. Under Select the data you want to export, choose Tasks
     
13. Under Microsoft Excel Options, check Export with headers
    
    
14. Click Next
     

15. Now you can configure the worksheet and select the columns to be included in the export. Use the dropdown under 'From Microsoft Project Field' to choose each field you would like to map. We recommend adding as many of the following fields, or similar equivalents, as your project contains:

• Activity ID

• WBS Code

• WBS Name

• Resource (Contractor Name)

• Task Name

• Scheduled Duration

• Scheduled Start

• Scheduled Finish

• Predecessor

• Successor

😎  Pro Tip: Look for a designated location field, such as Area, Zone, Floor, or most commonly WBS Name. This can be used as your Swimlane in Hoylu. The more detailed information you export from MS Project, the more accurate your import will be within Hoylu.

16. To export a specific date range, open the Export Filter on the right side, dropdown and select Date Range
    
    ✏️  Note: A pop-up will appear at the end of the export process to define the range
     

17. Now, finalize the Export and click Next
     

18. Enter a Map Name. In this case you can call it 'Hoylu Map' or something similar to use for future exports
     
19. Click Save
     
20. Click Finish to complete the export
    
    As a final step, select the date range you would like to export. First, choose the Start Date and click OK. Then, select the End Date and click OK to complete the range
     
21. You excel export is now complete. However, there are a few additional steps.
    
    ✏️  Note: Before importing your file into Hoylu, open the exported Excel file to verify that all information has been captured correctly. Once confirmed, be sure to save the file in .CSV format, as this is the required format for importing into Hoylu. See additional steps (22 - 24) below.
     
22. Open the new Excel file 
     
23. Click on File, then Save As 
     
24. Click on the .CSV (Comma delimited) option and click Save