What Most People Miss About Exporting Project to Excel

Why does your exported Gantt chart show #VALUE! in column E? Why do task start dates shift by 4 years? Why does Excel open with blank rows between every task?

Quick Answer

Yes, you can export Project to Excel — but Microsoft Project doesn’t have a native 'Export to Excel' button. You’re actually copying structured data or using intermediate formats (XML, CSV, or MPP-to-Excel converters), and each method handles dates, dependencies, and outline levels differently. The safest path is Copy → Paste Special → Unicode Text into Excel — not Paste.

All the Methods

MethodStepsBest ForLimitations
Copy & Paste Special (Unicode Text)Select tasks → Ctrl+C → In Excel, right-click → Paste Special → Unicode TextPreserving outline levels, % complete, and custom fieldsNo predecessors or resource assignments
Save As Excel Workbook (.xlsx)File → Save As → Browse → Change 'Save as type' to Excel Workbook → SaveOne-time snapshot of current view (Gantt, Task Sheet)Loses formatting, hyperlinks, and baseline data; requires Project 2016+
Export to XML + Import in ExcelFile → Export → Other Formats → XML → Save → In Excel: Data → Get Data → From File → From XMLFull fidelity: predecessors, resources, cost, baselineXML schema varies by Project version; Excel may auto-split columns incorrectly
VBA Macro (Custom)Run macro that loops through Tasks collection and writes values to Excel via late bindingTeams automating weekly exports with filters or conditional logicRequires admin rights; fails if Excel isn’t installed on same machine
Third-party Add-in (e.g., Project Excel Exporter)Install add-in → Ribbon tab appears → Click 'Export All Fields' → Choose Excel versionNon-technical PMs needing full field mapping and date integrity$99/year; some add-ins break on Project 2021 cloud versions

Method 1 Deep Dive

Do this first — it’s the fastest and most reliable for daily use. Open your Project file. Select rows A1:C12 (your top-level tasks and first two subtasks). Press Ctrl+C. Switch to Excel. Right-click cell A1. Don’t click Paste. Instead, press Alt+E+S+U — that’s the keyboard shortcut for Paste Special → Unicode Text. Hit Enter.

This avoids Excel auto-converting '2024-03-15' into a serial number like 45366. It also preserves indentation — which Excel reads as tab characters — so Outline Level 1 appears at A1, Level 2 at B2, etc. Here’s what you’ll get:

Task NameStartFinish% Complete
Phase 1: Discovery2024-03-152024-04-12100%
 Stakeholder interviews2024-03-152024-03-22100%
Phase 2: Design2024-04-152024-05-3065%
 Wireframe review2024-04-152024-04-2680%
Acme Corp Integration2024-05-012024-06-140%

Notice the indented rows. Those spaces aren’t manual — they’re actual tab characters. Excel treats them as separate columns *unless* you paste as Unicode Text. Try pasting normally and you’ll get one giant string in A1. That’s why Alt+E+S+U exists.

Method 2 Deep Dive

When you need predecessors, resource names, or baseline dates — go XML. In Project, go to File → Export → Other Formats. Choose 'XML'. Save as 'Q2_QA_Project.xml'. Now open Excel. Go to Data tab → Get Data → From File → From XML. Navigate to your file. Click Import.

Excel opens the XML Import Wizard. Click 'OK' on the first screen. On the second, check 'Import data into a new worksheet'. Then click 'OK'. Excel creates a table starting at A1. Column headers will include 'ID', 'Name', 'Start', 'Finish', 'Predecessors', 'Resource Names', 'BaselineStart', 'Cost'. Predecessor values look like '2FS+3d' — meaning 'finish-to-start with 3-day lag after Task 2'.

Here’s the counterintuitive tip: If your Project file uses custom fields like 'Client Priority' or 'Risk Score', they appear in XML *only if* they’re visible in the current view before export. So before exporting XML, switch to Task Sheet view, right-click column header, choose 'Insert Column', and add 'Risk Score'. Then export. Otherwise, that field vanishes.

Sample row from imported XML (A1:H1):

IDNameStartFinishPredecessorsResource NamesBaselineStartRisk Score
7API Gateway Setup2024-05-062024-05-176FSSarah Chen, DevOps2024-05-05High
8Security Audit2024-05-102024-05-247SS+2dAlex Rivera, InfoSec2024-05-09Critical

Cheat Sheet

ActionShortcut / StepsNotes
Copy Project tasks for ExcelCtrl+C in Project → Alt+E+S+U in ExcelPreserves tabs = outline levels
Export full dependency dataFile → Export → XML → Excel Data → From XMLAdd custom fields to view first
Save current view as .xlsxFile → Save As → Excel Workbook (.xlsx)Only works in Project 2016 or later
Paste without breaking datesNever use Ctrl+V — always use Alt+E+S+UCtrl+V converts dates to serial numbers
Verify predecessor integrityIn Excel, filter column 'Predecessors' for blanks or #N/AMissing predecessors mean task wasn’t linked in Project
Fix misaligned outline levelsSelect A:C → Data → Text to Columns → Delimited → Tab → FinishSplits indented text into true columns
David Park

David Park

David brings deep expertise in office supply evaluation and procurement. He has tested hundreds of products to help teams make informed purchasing decisions.