Foto de Marcos S
Escrito por: Marcos S
Especialista en Scrum Master para proyectos de Marketing Digital y eCommerce basados en datos.

Sinnaps allows the most relevant information in its projects to be exported to the Excel format. Thus, a spreadsheet is created which includes an editable Gantt chart and a summary of the state of the sub-tasks and objectives for the project’s planned activities.

Sinnaps allows the most relevant information to be exported to the Excel format from the app’s calendar. The document is editable, so the user can make all the changes deemed opportune on the spreadsheet. What’s more, the app allows your planning to be saved as images, to further facilitate team communications.

 

Why is it useful to export your project to Excel?

 

We have identified some of the situations in which you might see the need to export
to the Excel format:

  • Migrating data to your company’s CRM
  • To share reports in Excel at meetings
  • As a direct report to a head of department, if this person were not a Sinnaps user
  • Migrating data to other applications
  • Locally saving information from your projects on the computer

 

Some recommedations…

Project Manager Interview Questions

Gantt Chart Maker

Project Management Techniques

 

How do I export project information to the Excel format?

 

In the lower section of the planning for your projects, drop down the tab with the
following icon:

 

 

Click on Export to Excel and in just a moment you’ll have downloaded the document in Excel form so you can edit, save, share or simply view it.

 

Gantt chart in Excel format

 

 

Project summary in Excel format

 

 

How to export your resource reports to Excel?

 

In addition to planning and summarizing your project, Sinnaps also allows you to export planned and spent resource reports to Excel. How?

Bellow the timeline, click and display the button with the following icon:

 

By doing so, we access the reports of planned and spent resources.

Once inside, click on ‘Export Report’ and select if you need to export it in PDF or Excel format.

And olé! We will get a full resources report of your project! You can also edit your report before exporting to Excel.

Foto de Marcos S
Escrito por: Marcos S
Marcos lleva más de una década en el sector de la tecnología y el marketing, centrándose en liderar proyectos que aporten soluciones reales a través de la metodología ágil. Con experiencia dirigiendo equipos de marketing y producto, ha desarrollado su carrera impulsado por la pasión por la innovación y el crecimiento. Actualmente, su especialización se centra en ejercer como Scrum Master en proyectos de Marketing Digital y eCommerce basados en datos, ayudando a los equipos a trabajar de forma más eficiente y alcanzar resultados medibles. Cree firmemente en el poder del trabajo en equipo y le entusiasma afrontar nuevos retos.
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