After instantiating a process for a project or program and tailoring it to the requirements, it saves a lot of time to export the project process to planning tools like MS Project. For maximum flexibility, Stages can export the process data via a report to Excel, which can be directly imported into MS Project and other tools.

Navigate to the workspace and process version you would like to export.

The process data can be exported via this report. In a typical Stages instance, this report is already installed as Reports > Exports > Project Planning.

Select the processes you would like to export via the Processes to export parameter. You can select multiple processes by holding the CTRL or SHIFT keys during the selection. Then run the report.

Export the report results to MS Excel via the XLSX Export menu.

The exported Excel file can be directly imported into MS Project. For MS Project to understand which column holds which data, you need to map the columns from the Excel file to the respective MS Project attributes. You can create this mapping yourself (see below) or save time and use a pre-defined import scheme.

Open MS Project and select “New from Excel Sheet”. Switch from the “XML Format” to the “Excel Sheet” filter select the file you generated with the Stages report.

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