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A community project to provide support for exporting project plans to excel.

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ArasLabs/project-plan-excel-export

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Project Plan Excel Export

The Project Plan tree view is non-standard enough that the normal export to excel functionality wouldn't work. As such, this project has been made to format the data in such a way as to make use of Aras Innovator's export functionality.

Project Details

Release Notes
v1.0 First release. Built and tested on Aras Innovator 12 SP1.

Supported Aras Versions

Project Aras
v1.0 12.0 SP1

Installation

Important!

Always back up your code tree and database before applying an import package or code tree patch!

Pre-requisites

  1. Aras Innovator installed, preferably version 12 SP 1

Install Steps

  1. Backup your code tree and store the archive in a safe place
  2. Navigate to your local ..\ExportProjectPlanToExcel\ folder
  3. Copy the \Innovator\ folder
  4. Paste this at the root of your install directory
  • By default this is C:\Program Files\Aras\Innovator\

Usage

  1. Login to Aras
  2. Navigate to Portfolio > Projects in the table of contents (TOC) and click Search
  3. Right click on a Project item in the main grid and select Open
  4. Left click the Expand All button Expand All in the tree grid toolbar
  5. Left click the Export to Excel button Export to Excel in the tree grid toolbar
  6. A download will begin in your browser with the excel file.

When done, your file will look something like this: Results

Note: At present, custom grid layouts are not supported by this project.

Contributing

  1. Fork it!
  2. Create your feature branch: git checkout -b my-new-feature
  3. Commit your changes: git commit -am 'Add some feature'
  4. Push to the branch: git push origin my-new-feature
  5. Submit a pull request

For more information on contributing to this project, another Aras Labs project, or any Aras Community project, shoot us an email at araslabs@aras.com.

Credits

Original Aras community project written by Skyler Crossman at Aras Corp.

Documented and published by Skyler Crossman for Aras Labs. @skycrossman

License

This project is published to Github under the MIT license. See the LICENSE file for license rights and limitations.

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A community project to provide support for exporting project plans to excel.

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