Exports, print and Excel in and out

XER, P6 XML, Excel and PDF out; look-aheads and Excel schedules back in.

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A schedule lives here, but it travels: as XER, P6 XML, Excel, PDF, or a three-week look-ahead. And Excel can come in.

File, Export: a file for a scheduling tool, a workbook, a printed page, or the engine switch's diary. XER writes the schedule as it stands: the server schedules it first, so it is never stale.

P6 XML is the same schedule in the other exchange format, for a scheduling tool that reads it. Excel gives the Gantt as a workbook, for anyone who lives in spreadsheets.

Conversion log is the engine switch's diary: choose one conversion or all, and it downloads as a workbook. Print to PDF: landscape or portrait, one page wide or across, the paper size, which rows, a header.

The page carries what you see, with PC.o and the page number in the footer. To look without editing, click View, the Gantt icon on a row. It opens in a new tab.

The three-week look-ahead lives in the viewer: Export, 3-week look-ahead. From the data date, three weeks. Change either date, add fields, download. Nothing is saved into PC.o.

The sheet is the site's week-by-week list, in the look-ahead template PC.o reads back. Excel comes in too: open an Excel schedule with Edit.

It is an upload: try things out, then Save as. The banner explains: dates are held by Start On constraints, and the sheet's links did not come across.

Add links, remove the constraints as you go, and the sheet becomes a schedule the engine can run. One rule: XER and P6 XML are written from the Advanced engine. On a Standard schedule, switch first.

That was getting out and in. Next in the Guide: running the analysis, comparing, and baselines.

Taken from the video’s English captions.

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