The timeline in Project 2013: Exporting

Posted on January 24, 2013 by ghamson

Project 2013 is now out the door with the RTM release, so for my first set of tips I will explore the timeline and its various capabilities in its different guises.

With the introduction of SharePoint / Project Server 2013, the timeline is available in the web for the very first time.  This is a big win for business users who from my own experience were demanding a web version of the timeline as soon as they saw it in Project 2010.

So a new version and new capabilities that slightly differ between three different environments:

  • Project 2013 (client)
  • SharePoint 2013 – Project Site (web)
  • Project Server 2013 – Project Site (web)

This first article will concentrate on the export capabilities of the timeline.  Please note that all options are available with Project Server 2013 (on-premise) and Project Online (Office 365).

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The options available within the Project 2013 client are:

  • For email
  • For presentation
  • Full size

(Create your timeline by adding tasks and milestones from the right click context menu of the task list, or via the Task ribbon – Properties Group)

All options output the timeline as objects for you to re-shape in your Office application of choice (Outlook, Word, PowerPoint etc…)

For an example of the differences, I copied each option into Word 2013:

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For the above we can see:

  • For Email: Condenses the output as much as possible.  Presumably this is for mobile screens etc…
  • For Presentation: Provides the smallest version that can be read easily
  • Full Size: Provides the output exactly as it is in Project 2013

In each version, all the data is available and you can resize as you like.

For example, if you paste the timeline into an email within Outlook 2013, it can be resized as follows:

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Pasting the timeline comes across as shape objects, you can manipulate the timeline as you see fit for your presentations, documents and emails:

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Fig 1: Top (Original copy timeline for presentation), Bottom (Updated timeline to show just the first deliverable and tasks)

 

Lastly, if you need the timeline to be available in any application (not just Microsoft Office based applications), you can copy the timeline from project and paste as a picture.

Trying this out in various applications:

  • Word – Paste Special, Paste as bitmap
  • Outlook – Paste Special, Paste as bitmap
  • PowerPoint – Right Click, Paste as picture (or Paste Special method)
  • Paint Shop Pro – Paste automatically comes through as a picture
  • OneNote – Right Click, Paste as picture (or Paste Special Method)
  • Project Web Access / Project Sites (Web) – No copy and paste capabilities.

 

Interestingly, if you just copy and paste into OneNote 2013, without stating paste as picture, only the text comes across:

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So that concludes, this part of the timeline tip series.  Next we will be covering formatting the timeline in the client and in the web.