What is Smartsheet?
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Smartsheet is a spreadsheet-based tool for simpler project management.

Why can't I see all the columns imported from Smartsheet file?
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During the import process, data might have been imported to columns that are not being shown on the currently viewed table.  After the import is completed you can insert imported columns into any table to view the imported data.

How do I import both Tasks and Resources from Excel file?
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Data is imported to 2 distinct data areas: Task or Resources.Imports will not update more than one data area at the same time.Excel datasheets will need to be divided into these areas of data.For example, if you want to import information about both Tasks and Resources, your Excel file will need to have two sheets, one with information about tasks and one about resources.

Why can't I see all the columns imported from Excel file?
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Data might have been imported to columns that are not being shown on the currently viewed table. Insert imported columns into any table to view the imported data.

What should I know before starting to import the Excel file in Project Plan 365 app?
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1. Be aware of which Excel file fields will be mapped to which Project Plan file fields before starting the Import Wizard.
2. Not all fields in the Excel field are required to be imported. When mapping the columns from your file you will have the opportunity to pick which fields you will import by deleting the unnecessary ones (using the Delete Row button).
3. Make sure you know which Excel file tab names will be imported into which data areas within Project Plan. e.: Task data, Resource data.
4. Be aware if your import file has column headers.
5. Blank lines in the Excel file will be imported as blank lines in the project file.
6. Start and Finish dates when imported into the Start and Finish fields in Project Plan 365 will create Start No Earlier Than constraints for the tasks.

What changes do I need to make to the excel file before importing it in Project Plan 365 app?
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Before importing your Excel file in our application please make the following changes:1. Create any customized fields before starting the import process.
2. Make sure the customized fields are of the same data type as the fields that will be imported from Excel. I.e.: Text into Text, Date into Date.
3. When possible, create the customized field names to match the names in the Excel file. Optional but helpful.

What is Microsoft Excel?
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Microsoft Excel is a software program used to create spreadsheets.

What does the “Export to XML” functionality do?
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The “Export to XML” functionality is converting the content of the list of tasks from your project in a XML format. file can be opened as a project plan in any compatible application. This format will preserve the outline information and format the data for better viewing.

What does the “Export to Word” functionality do?
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The “Export to Word” functionality exports project information regarding a report in a Word file (i.e. doc format). The file exported can be opened in and printed in any compatibility application, like Microsoft Word or other.

What does the “Export to PowerPoint” functionality do?
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The “Export to PowerPoint” functionality exports project information like statistics in a PPT file (i.e. PowerPoint format). The file exported can be opened in and printed in any compatibility application, like Microsoft PowerPoint or other.

How can I export a project to PDF without using the Export functionality from Project Plan 365?
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To export a project to PDF without using the Export functionality from Project Plan 365, choose to print your file to PDF format instead to send it directly to the printer.

How can I export a report to PDF?
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To export a report to PDF, click the Report tab – Select the desires report – click Export – Select the location and the name for the report – Save.

Can I convert a project exported as PDF back to a Project MPP file?
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You can’t convert a project previously exported as PDF back to a Project MPP file. Remember that a PDF or XPS doc is just a snapshot of your project.

What does the "Export to PDF" functionality do?
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The "Export to PDF" functionality converts the information from current view displayed in PDF file. The file exported can be opened in and printed in any compatibility application, like Adobe or other.

How do I export a project to MPP?
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To export a project to MPP click on File – Import/Export – Export Project – Export to MPP.

How can I export the project to PDF?
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I want to export the Resource Usage data into Excel (CSV). However, I can only export the total usage in hours. How can I export the breakdown of month?
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​Exporting the Resource Usage data into Excel will not include a monthly breakdown. For a better Resource Usage visualization, we suggest to export Resource Usage as PDF. This will result into a table view of the monthly breakdown. You can use in your presentations and reports.​

When I export to a PDF it is unreadable.
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The Export to PDF functionality takes into consideration the settings you made in Page Setup dialog. Please set Scaling option in Page Setup dialog to a bigger value. You can also use the Print dialog in order to see a real time preview of the changes you make to the print settings.​​

Can I export a project to a powerpoint file?
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In order to export your project to PowerPoint enter File - Import/Export - Export Project - Export PowerPoint.

How can I export my project to a XML file?
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In order to export your project to an XML file enter File-Import/Export - Export Project - Export to XML.

Can I export my project information to a word file?
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In order to export your report to Word file click on Report - Custom - Pick a Report - Export and on Save as type select .doc and click on Save.