MS Project: Saving and exporting projects made easy

In daily project work, it is crucial to utilize the right tools to document and share your progress effectively. MS Project offers powerful features for saving and exporting your projects, helping you work efficiently and share your results with others. In this guide, you will learn how to create backups of your projects and export them in various formats.

Key Takeaways

• Saving projects in MS Project is simple and can be done through the "File" menu.
• You can export projects in various formats, including PDF.
• You can share your project information via email or sync it with SharePoint.

Step-by-Step Guide

Save Project

Start your project and go to the top menu. To save your project, click on "File" and select "Save As". A new window will open where you can choose the location to save. You can select a specific folder on your PC to store your files. If you are connected to cloud services like OneDrive, you also have the option to save there, giving you the flexibility to access your project from different devices.

Choose Storage Location

In the selection window, you can double click to choose a specific folder from your PC. This feature helps you keep your projects organized so you can easily find them when needed. Also, make sure the chosen folder is easily accessible, especially if you intend to frequently access this project.

Export Project

After saving your project, you have the option to export it. Go to the "Share" tab. Here, you will see various options you can use. One of the common export options is creating a PDF file. Choose this option to generate an overview of your project. This PDF gives you the ability to share your project in an easily readable format.

Choose Timeframe for Export

Once you have enabled PDF creation, you can now choose the timeframe you want to display in your PDF. You have the freedom to specify which data points should be included. This is especially useful if you want to highlight specific timeframes or milestones rather than displaying the entire project.

Review and Save Document

After making your selection, review the document. Exporting may take a few moments, but it ensures that all selected information is correctly presented according to your preferences. The PDF then becomes a convenient way to document the progress and information of your project.

Use Email Function

Another advantage of MS Project is the ability to share your project via email. Go back to the "Share" tab and select the option to send the project as an email attachment. Your email program will automatically open, and you can add a contact to whom you want to send the project. This makes sharing information very straightforward.

Sending the Email

Make sure to enter the correct recipient address and add a message if desired. After adding the relevant information, simply click "Send". This way, the other person receives the most up-to-date project, and you can ensure all stakeholders are kept informed.

Summary

Saving and exporting projects in MS Project is an essential part of project management. By following the steps described above, you can ensure your information is correctly captured and easily accessible, both for yourself and your team.