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cambriano energíaProject to Excel – 2.1 BetaUser GuideMartyn Richard Jones2017

cambriano energíaForewordThis is the user guide for Project to Excel version 2.1 beta release.Martyn Richard JonesBamberg, March 2017Project to Excel 2.1. Beta2

cambriano energíaContentsFOREWORD . 2CONTENTS . 3INTRODUCTION . 5INSTALLING . 6Dependencies .6Acquiring.6Installing .6Launching .9COMPONENT PARTS OF THE DASHBOARD. 10Initial view. 10First select a file . 10File selected, 'Get data' clicked . 12WORKED EXAMPLES . 16Do it . 16Another example. 17An example of segmentation . 19OPTION SUMMARY. 22Use timescale . 22Show task levels. 22Task level split – output segmentation . 22Time split – output segmentation . 22Active task time split – output segmentation . 22CHANGE REQUESTS . 23Community Versions . 23Project to Excel 2.1. Beta3

cambriano energíaCorporate Versions . 23Contact . 23APPENDIX . 24Project to Excel 2.1. Beta4

cambriano energíaIntroductionThis is the User Manual for Project to Excel release 2.1 beta.Project to Excel is a component application in the Tiki Taka Simple ecosphere ofproject and process planning, organising and communication tools. It has beendesigned for Windows 10.All questions, queries and requests regarding this document should be sent [email protected] to Excel 2.1. Beta5

cambriano energíaInstallingDependenciesYou must have the following apps installed on your Microsoft Windows 10 device (itmay work with other versions of Windows and MS Apps, but it has not been tested onother versions):1. Microsoft Project 2013 – or higher2. Microsoft Excel 2010 – or higherAcquiringYou can acquire the Project to Excel app by going to our blog sitehttps://projecttoexcel.wordpress.com/ by clicking on the DOWNLOAD menu itemand by choosing one of the download links.The installation files are in ZIP format.Download the ZIP file to your Microsoft Windows 10 device – laptop, server ordesktop.If you are not comfortable installing and configuring apps then get your support staffto do it for you. It's not difficult, but we understand that not everyone will want todo it themselves.InstallingProject to Excel is a one click install. But first you have to get the required files outof the ZIP file. That is, once you have the ZIP file on your device you will need toUNZIP it.You can do this with the standard Windows 10 Explorer.Open a Windows Explorer. Navigate to the downloaded file. Right click on thedirectory entry for the downloaded ZIP file. Click on 'Open with'. Then choose'Windows Explorer'.Your Windows Explorer should be now showing just one entry. Click on'deployP2E.2.1.Beta' and select 'Extract all' on the icon at the top of the window.You will be asked to 'Select a Destination and Extract Files'. Follow the instructions.Project to Excel 2.1. Beta6

cambriano energíaOnce the extract has finished a Windows Explorer will pop-up with the newly createddirectory.Navigate to the subdirectory deployP2E.2.1.Beta, then to 'publish'.Click on setup.exe and follow the instructions.The first window that should appear is this:Then followed by this:Click on the install button. But first ensure that the 'Name' is 'ProjectToExcelBeta'.Project to Excel 2.1. Beta7

cambriano energíaThe next screen you will see is this:Finally, the application will install and launch. You will see the Project to ExcelDashboard.ccccAt this time you may want to search for ProjectToExcelBeta and pin the desktop appto the Start and Taskbar.Project to Excel 2.1. Beta8

cambriano energíaLaunchingYou can launch the application as shown above, by typing in the name of theWindows 10 app in the Search Windows box, or click on the icon on the Task bar orStart.Project to Excel 2.1. Beta9

cambriano energíaComponent Parts of the DashboardInitial viewThe initial view of the dashboard looks like this.There are four action buttons here:1. Chose project file – click on this and select the MPP file to ingest into Projectto Excel.2. Do it – once an MPP file is ingested you can then direct the app to produce acorresponding plan schedule in Microsoft Excel. Click on 'Do it', to make thathappen.3. The About button will pop-up a window with technical, copyright and contactdetails.4. The Close button will initiate the closure process for the app. With requiredconfirmation of closure.First select a fileWhen we click on 'Choose project file' another window will appear that will allow usto navigate to, and to choose the MPP file that we wish to use.Again, it is a simple interface and should be easily mastered.The windows appearance is as follow:Project to Excel 2.1. Beta10

cambriano energía1. The first list box – under the Media heading – allows us to select the devicewhere our MPP file is located on.2. The second list box – under the Directory heading – allows us to navigate thedirectory that contains our MPP file.3. The third list box – under the File heading – allows us to select the preciseMPP that we wish to work on.Here's an example:I have navigated to the directory 'C:\000000 – Work in progress – 2017\6000002 – MPPCOLLECTION' and have selected the MPP file 'BOXI.mpp'.Now, I can either double-click on the filename or click on 'Get data' and the file loadprocess will kick-off.Before I discuss that, let's just review the buttons:Project to Excel 2.1. Beta11

cambriano energía1. Get data – starts process to load selected file. No selected file? No action.2. Moves back up the hierarchy of directories. For example, if we are currentlyin directory 'C:\000000 – Work in progress – 2017\6000002 – MPP COLLECTION'and we click on 'Up' then the current directory would be set to 'C:\000000 –Work in progress – 2017'3. About – just standard information about the app. A typical 'about window'.4. Go back – Don't do anything. Just go back to the dashboard.File selected, 'Get data' clickedWe've selected the desired file and we've clicked on 'Get data'. This is the nextwindow. It's all very easy.1. Yes – load the file2. No – Don't load the file3. Explain Well, there isn't that much to explain. When you click on 'Yes' you'' see this screen:Project to Excel 2.1. Beta12

cambriano energíaThen the full dashboard, with all the available customisation options. This is where itgets more interesting.This is what the dashboard now looks like:I will explain the pieces, one by one:1. Project directory and file – this is the path and filename of the currentlyloaded MS Project MPP file2. Use timescale – This is an output configuration option. This defines thetimescale granularity. Do you want to see the schedule in days, weeks,months or quarters? This is where you choose that. The default is days.3. Show task levels – this is where can tailor the summary task and task levelsthat you want to include in the output. The default is all levels.4. Start date – this is a nice touch. You can change the start date of your projectschedule and the entire project schedule is recalibrated.Project to Excel 2.1. Beta13

cambriano energía5. Finish date – want to change your project finish date? Define a new date hereand the entire project timeframe is recalibrated. Just like magic or a bit ofbusiness oriented data engineering.6. Splits – this project schedule segmentation feature needs to be explained in alittle more detail. Segmentation means that instead of having one MicrosoftExcel worksheet containing the project detail, you can have multiple sheetsfor that same project. You can divide up your project by task level, by timeperiod and by time and active tasks in that time period. This can mean that amore complex project can be broken up into more manageable andunderstandable chunks.Project to Excel 2.1. Beta14

cambriano energíaSo, there you have it. It really is that simple. Now we shall look at some workedexamples.Project to Excel 2.1. Beta15

cambriano energíaWorked examplesDo itWhen we have loaded up an MPP file and clicked on "Do it" this is what we see:Basically, we are being asked if we want to produce the schedule with or without aGantt chart. We can choose:1. Yes – give me a Gantt chart.2. No – don't include a Gantt – just schedule text3. Cancel – I didn't want to be here in the first place.As we want to produce the whole thing, we click on 'Yes'.We'll see this 'thinking about it' window for a short (or long while), depending on thesize and complexity of the project.Then, Microsoft Excel should automatically open and present the completed scheduleto us.Using default settings on the dashboard, the Excel output worksheet should lookssimilar to this:Project to Excel 2.1. Beta16

cambriano energíaThe big picture, in this case, looks a bit like this:You get the idea.Another exampleFor this example I am going to load up a comprehensive and dated plan for anEnterprise Data Warehouse programme.Project to Excel 2.1. Beta17

cambriano energía1. First, I select the file2. Then I change the project start date from Friday 3rd November 2000 to 4th July20173. And select task levels 1 through 2 only4. Then I click on 'Do it'This is what is produced (partial view):And if we reset the task levels from 1 to 3 we get this:Then if I choose a timescale of weeks rather than days, my project output looks likethis:Project to Excel 2.1. Beta18

cambriano energíaPretty neat, eh?An example of segmentationNow, I will demonstrate another option, segmentation.If I want to produce an output that splits the project up into one weeks, so that I getone project week per Excel worksheet, I can do that for all tasks, or I can do that fortasks that are active during the aforementioned weeks.For that I simply choose the option "Split active tasks by week" on the "Active tasktime split" drop down list. Then this is what I get:First, a table of contents with clickable links:Then for each week of the project there is a worksheet that contains the active tasksfor that week. For example, week 44 looks like this (excerpt):Project to Excel 2.1. Beta19

cambriano energíaAnd an expanded view would be as follows:Finally, the last worksheet of the workbook contains a list of people/resources anddays utilised. For example:Project to Excel 2.1. Beta20

cambriano energíaThat more wraps up the brief run through. The next section summarises the currentconfigurable facets and options.Project to Excel 2.1. Beta21

cambriano energíaOption SummaryUse timescaleCurrent options: DaysWeeksMonthsQuartersShow task levelsCurrent options: All levels1 and 21 to 31 to 41 to 51 to 61 to 7Task level split – output segmentationCurrent options: No task splitSplit tasks at level 2Split tasks at level 3Split tasks at level 4Time split – output segmentationCurrent options: No time splitSplit by weekSplit by monthActive task time split – output segmentationCurrent options: No active task time splitSplit active tasks by weekSplit active tasks by monthProject to Excel 2.1. Beta22

cambriano energíaChange requestsCommunity VersionsChange requests may be made by users of Community versions of Tiki Taka Simpleapplications, including but not limited to the Community Versions of Project toExcel, Week in focus, P2E Agile and P2E Plan Analysis.Corporate VersionsCorporate versions of Tiki Taka Simple applications will be subject to individualcontract conditions. These are subject to negotiation and agreement and this is doneso on a case by case basis.ContactYou can contact Martyn Jones with Project to Excel related requirements [email protected] product blog can be found here: http://projecttoexcel.wordpress.com/ and it iswhere you may also leave comments on the product described here.Please do not hesitate to get in touch for any requirement you may have.Project to Excel 2.1. Beta23

cambriano energíaAppendixDisclaimerEXCEPT WHERE EXPRESSLY PROVIDED OTHERWISE, THE SITE, AND ALL CONTENTPROVIDED BY CAMBRIANO LTD, ARE PROVIDED ON AN "AS IS" AND "AS AVAILABLE"BASIS. CAMBRIANO EXPRESSLY DISCLAIMS ALL WARRANTIES OF ANY KIND, WHETHEREXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OFMERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NON-INFRINGEMENTWITH RESPECT TO THE SITE AND ALL CONTENT PROVIDED ON OR THROUGH THE SITE.CAMBRIANO MAKES NO WARRANTY THAT: (A) THE SITE OR CONTENT WILL MEET YOURREQUIREMENTS; (B) THE SITE WILL BE AVAILABLE ON AN UNINTERRUPTED, TIMELY,SECURE, OR ERROR-FREE BASIS; (C) THE RESULTS THAT MAY BE OBTAINED FROM THEUSE OF THE SITE OR ANY CONTENT PROVIDED ON OR THROUGH THE SITE WILL BEACCURATE OR RELIABLE; OR (D) THE QUALITY OF ANY CONTENT PURCHASED OROBTAINED BY YOU ON OR THROUGH THE SITE WILL MEET YOUR EXPECTATIONS.ANY CONTENT ACCESSED, DOWNLOADED OR OTHERWISE OBTAINED IS USED AT YOUROWN DISCRETION AND RISK. CAMBRIANO SHALL HAVE NO RESPONSIBILITY FOR ANYDAMAGE TO YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THEDOWNLOAD OR USE OF CONTENT.CAMBRIANO RESERVES THE RIGHT TO MAKE CHANGES OR UPDATES TO, AND MONITORTHE USE OF, THE SITE AND CONTENT PROVIDED ON OR THROUGH THE SITE AT ANYTIME WITHOUT NOTICE.Limitation of LiabilityIN NO EVENT SHALL CAMBRIANO BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,SPECIAL OR CONSEQUENTIAL DAMAGES, OR DAMAGES FOR LOSS OF PROFITS, REVENUE,DATA OR DATA USE, INCURRED BY YOU OR ANY THIRD PARTY, WHETHER IN AN ACTIONIN CONTRACT OR TORT, ARISING FROM YOUR ACCESS TO, OR USE OF, THE SITE OR ANYCONTENT PROVIDED ON OR THROUGH THE SITE.Exclusions and LimitationsSOME JURISDICTIONS DO NOT ALLOW THE DISCLAIMER OR EXCLUSION OF CERTAINWARRANTIES OR THE DISCLAIMER, EXCLUSION OR LIMITATION OF CERTAIN LIABILITIES.TO THE EXTENT THAT THEY ARE HELD TO BE LEGALLY INVALID, DISCLAIMERS,EXCLUSIONS AND LIMITATIONS SET FORTH IN THESE TERMS OF USE, INCLUDING THOSESET FORTH IN SECTIONS 13 AND 14, DO NOT APPLY AND ALL OTHER TERMS SHALLREMAIN IN FULL FORCE AND EFFECT.Export Restrictions/Legal ComplianceYou may not use any of the software or content provided by Cambriano in violation ofEU or USA export laws or regulations, or in violation of any other applicable laws orregulations. You agree to comply with all export laws, restrictions and regulations ofany EU, United States or applicable agency or authority, and to not directly orProject to Excel 2.1. Beta24

cambriano energíaindirectly provide or otherwise make available any services and products ofCambriano in violation of any such restrictions, laws or regulations, including,without limitation, laws, restrictions or regulations pertaining to the development,design, manufacture or production of nuclear, chemical or biological weapons ormissile technology. As applicable, you shall obtain and bear all expenses related toany necessary licenses, authorizations, and/or exemptions with respect to your ownuse of the services of Cambriano outside the EU/USA. Neither the services orproducts of Cambriano nor the underlying information or technology may bedownloaded or otherwise provided or made available, either directly or indirectly,into any country subject to U.S. trade sanctions, (Supplement No. 1 to Part 740,Export Administration Regulations, Country Group E:1), to individuals or entitiescontrolled by such countries, or to nationals or residents of such countries other thannationals who are lawfully admitted permanent residents of countries not subject tosuch sanctions. By agreeing to these Terms of Use, you agree to the foregoing andrepresent and warrant that you are not located in, under the control of, or a nationalor resident of any such country or on any such list.Project to Excel 2.1. Beta25

Project to Excel 2.1. Beta 5 Introduction This is the User Manual for Project to Excel release 2.1 beta. Project to Excel is a component application in the Tiki Taka Simple ecosphere of project and process planning, organising and