Roadmap & Project export
I'd like the ability to export or print a roadmap to PDF to make it easier to share for status reporting with non-Project users.
Hi everyone! A few updates on this and the scenarios below.
✔For the scenario of: I want to share my Roadmap (or Project) with someone who may not have a license — we have just announced that we are supporting read-only access for Projects & Roadmaps with an O365 license. This will start rolling out next month. You can learn more here: https://www.microsoft.com/en-us/microsoft-365/roadmap?filters=&searchterms=60646
For the remaining scenarios around 1) wanting to share a project without providing edit access or 2) export/print to share or present proejcts/roadmaps, we are investigating and still learning more, so feel free to continue sharing your feedback and scenarios!
We have been getting many queries from our customers that they would need an option to export Project from Project for the web in Excel or PDF
If we follow ExportProjectContent
This will export the project in MPP. If the user has a Plan 1, exporting to MPP doesn't make any sense. Apart from that the script would run a parameter "Start winproj" and would throw an error if you do not have a Project Professional. This needs to be resolved at the earliest.
Really need to export to Project file, PDF, so that they can:
- easily be incorporate tasks with desktop project file
- easily be save in Project file as a template
- share the schedule view with those who don't have Project
Bryan Henderson commented
I like the ability for all O365 license holders to have read only access to plans/roadmaps. I think that will help at a high level for giving project visibility across our company.
As for PMO/Executive updates, I struggle with not having the ability to print a plan or roadmap, or at least be able to export to PDF. Right now I'm basically having to create a duplicated version in Powerpoint and it feels very unproductive. I like how easy Project Online is to use and think it could be a great solution for organizations that don't have an army of PMs to maintain these types of artifacts.
NEED to be able to export from Project for the Web. I've spent 2 days trying to figure out a way to do so.
Please consider the ability to share the Roadmap (read only) on SharePoint Online (with real time updates) as well as the ability to export as a PDF (with options to choose date range and items to show/hide).
I just started using Project as a PM. I started at Project Plan 1, using Project for the web, but realized I need additional features in the desktop Project Pro. I upgraded to Project Plan 3, but now have no way to transfer to Project Online or the desktop client
Scenario 1. I believe this is pretty much duplicated by another idea "Guest Access to Projects " at this link.
Scenario 2. We'd like to be able to print project plans (the schedule view mostly) to a PDF. For us the RoadMap is not as critical. Saving off projects periodically to PDF is a workable baseline and plan versioning method for us. It would be particularly useful if the print functionality allowed you to filter for a bucket.
I need to be able to copy the roadmap into email, powerpoint, or PDF for presentation to others outside my group/team or even organization
If I can wade in on this, as I have just started looking at tools for our organisation for Programme management. As an O365 and M365 client, I have 4 or 5 PMs who would use Project Plan 3 with some Plan 1 updaters.
However sharing that programme with senior managers and directors is essential. Why is the ability to view the project not extended to all of our E3 users to further cement the benefit of Microsoft to it's customers. By looking to licence 45 individuals to see the work of 5 is something that we can do cheaper elsewhere.
So the scenarios are spot on, but the commercialism of this is the key?
Figge Boksjo commented
Absolutely essential in this day and age to be able to print and/or export to other apps.
agreed. spent over 12 hours doing up a schedule, and now can't print it? it was due last week. we've spent 2 days trying to print the thing or save it as a pdf and can't do either? what the **** is this garbage?
We need the ability to export to PDF for project for the web to gain any traction in our organization. At the moment this is a significant barrier
Your uncles nan commented
Was this resolved? Project plan 1 is rubbish
Is there any further update on this Team admin. You have the scenarios spot on. Something similar to the export and view features of Timeline would be great. Personally my business want to see level 2 milestones for the next year then level 1 beyond.
I would like to use this as a substitute for the PowerPoint plans on pages that float around with triangles and chevrons manually dragged around. Pain in the nexk to manage and detracts from keeping quality ms project plans sometimes. All in 1 place with engaging and shareable features would be brilliant. The power BI visualisations don’t help - something showing timeline is fundamental. PMO will like the what’s the number of at risk and owners - but they can get that from PO anyway.
I think it’s difficult for those with detailed plans spanning several years.
Victor Goncalves commented
For instance, the resources available on the web version are much more limited than the desktop version. I like the flexibility of the web, but sometimes I need some resource not available and it would be good to have the project I am working on available for work on the desktop version of Microsoft Project. I believe that when we have feature parity this will not be necessary, but for now it is.
To export on a CSV spreadsheet is important because sometimes you need to share the content of the project with a customer,or on a meeting, and not everyone have access to Project. So it is necessary to share in a format that everyone has access, like CSV, PDF, etc.
This is essential for my organisations PMO. I've had to pull back on implementing Project for the Web because of the lack of export facilities
Esteban Galindo commented
In our organization every PM is allowed to use the tool of his/her preference, hence we need to export to different project-management-software formats and excel format. Reporting is also done in Excel templates, hence we need to export data, sometimes a part of the schedule, sometime all of it.
export to PDF is really important for sharing progress at project governance groups
Joe Perry commented
I am using Project Plan 1 to manage projects on my Mac. It would be very helpful if Project would allow me to print and change parameters within itself. Simply using the browser’s print function does not suffice
Please at least allow the ability to export to excel or PDF. It would be super helpful to be able to send a roadmap to senior stakeholders in a format other than a screenshot!