Export to Microsoft Project Aplying Filters

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GabrielFranca
edited 12/09/19 in Smartsheet Basics

Hi All,

I have been trying to set up a report and later on export to Microsoft project, although without too much sucess. The idea is to show only parents rows (project deliverables). The report is for a client which cannot see the full project plan.

Smartsheet seems to always export the full project plan even when filters are applied. Has someone found a solution/workaround for this issue?

Thanks in advance for your help. I am happy to discuss it further if necessary.

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭
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    Hi Gabriel,

    Two ways come to mind.

    You can cell link or have formulas collect the information in another sheet and export from there or create a report of that information and send it to the client automatically.

    You could choose which rows you want to show and select them and copy those to a new sheet.

    Would one of these options work for you?

    I hope this helps you!

    Best,

    Andrée Starå - Workflow Consultant / Get Done

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.