EPM2Excel

Do you want to Synchronize data between Project and Excel?

Synch Project Data with Excel
Microsoft Project Server/Online

Want to Integrate calculated Excel data with Project Data? 


Use the power of Microsoft Excel to Capture/ Manage additional Project Data e.g. initial budget, BOM, Cost Benefit Analysis, NPV, expenses, Actions List etc. Use this solution framework to embed Excel to any Project Detail Page (PDP). Synchronise values of selected Excel cells to and from Project Server fields.


Work the way you want to. Utilize best of breed tools to achieve optimum results!! Improve the way you manage your business!

Key Benefits of Solution

Use Best-of-Breed Tools to manage work/Projects
Two-way synch between Project and Excel Datasets
Synch multiple Excel workbooks from within Project Detail Page(s)
Configurable mapping of datasets between Project and Excel

Summary/Overview

01

Use best-of-breed tools to effectively manage your work/projects. Use the right tool for the right job!

02

No need for elaborate custom development of calculation tools within Project Server/Online.  Use Excel!!

03

Dynamic Configurable rules to synch multiple data sets between Excel and Project Server/Online.

04

Reduce Multiple Points of Data Entry. Enter data in either Excel or Project Server.  

05

Use Project data in Microsoft Excel to perform complex calculations and Analysis. Utilise the results from Excel back in Project Server/Online!

06

Enhanced Joined up reporting in Project Server/Online by synchronising calculated/analysed data from Excel.

07

Retain your existing business processes e.g. initial budget estimation, benefits management, quality analysis etc within Excel.

08

Enhance your business processes to include additional capabilities beyond what Project Server/Online can deliver.

What are the key Benefits?

Improved end-user adoption

  • Enable end-users to work the way they want to without compromise and constraints. 
  • Analyse data in Excel.

Improved Business Processes

  • Map your business processes more closely with Project Server.
  • Use Excel for Project BOM, initial budget costs, Cost Benefit Analysis etc. 
  • Use Excel to manage Project to do lists /actions. 
  • Focus on core Project objectives and reduce the clutter in Project Server.

Improved Productivity

  • EPM2Excel fully integrates with project server so there is no need for double entry or manual entry of calculated data. 
  • Enhance your data analysis ability.

Improved Reporting capability

  • Get joined up reporting by integrating analysis data from Excel into Project Sever/Online.

FAQ

What Business Issues are overcome?

1. Within Microsoft Project Server/Online, there is no out-of-box functionality for synchronising data between Project and Excel.


2. Users try to create multitude of Enterprise fields and complex formulas in Project Server, to emulate calculations that would normally be done in Excel.


3. Users undertaking analysis in Excel (e.g. BOM, Cost Benefit Analysis, Initial Budget), have to manually update Project Server Enterprise Custom Field values. This sometimes causes data inconsistencies and additional administrative effort.


4. Users adding to-do and action items in Project WBS.


5. Users not able to easily map their existing business processes to Project Server where some of the calculation is done in Excel.


6. User Adoption issue as result of multiple points of data entry and disparate systems for calculating/analysing business data.

FAQ

Business Process Automation / Connectivity

Multi-tenancy - supports multiple instances of PWA on same environment/farm. Deploy on single server or multi server, multi-tier deployment.


Flexibility - Configuration application to easily map your existing system metadata/custom fields which can be used for integration with Excel ‘Cells’.


  • Add one or more Excel Workbook Templates in Project Workspace Template associated with Enterprise Project Types (EPTs). Embed/reference these in appropriate Project Detail Pages as per your business processes e.g. Bill of Material, Initial Cost Estimation, Project To-Dos/Actions, Cost Benefit Analysis, NPV Calculation etc.
  • For each Excel Workbook, specify one or more Project Server Custom Field mapping to Excel Cells/Name Ranges, for synchronisation.

Standardisation - Creating new projects based on configured EPTs, will automatically inherit the Excel integration. Data values in mapped cells in Excel will automatically be synchronised with associated Project Server Enterprise Attributes/Custom Field Values, on Save.

FAQ

Pricing & Packages

Framework - Configuration App

PWA configuration for mapping Project fields to Excel Workbook cells.


Synchronise from Excel to Project Server/Online

Synchronise Multiple Excel workbook integration and unlimited Excel Cell mapping to Project Server/Online fields.


Synchronise from Project Server/Online to Excel

Map and synchronise multiple unlimited Project fields to multiple Excel workbook cells.


Multi-Tenancy

Support for multiple PWA instances.  


Technical Support

Free Basic Technical Support


Get started from £1 - £5/user/month, depending on number of users.  Use the Pricing Calculator below and see purchase options.


If you need quote/invoice in local currency, please contact us.


Pricing

SharePoint & Project Server/Online Technical Support

To provide extra peace of mind FREE basic Technical Support is provided with products developed by Project Solution.   


If you encounter an issue and need assistance, you can raise a support ticket directly on our helpdesk.

The helpdesk is accessed via the link below.


http://bit.ly/helpdeskLogin


New User? choose the Sign up link the login page.


Forgotten password? choose 'Forgot My Password' link on that login page. 


Note: remember to use your business/organisational email address you use to communicate with us.

Support

Presentation

"Improve productivity and Enhance Decision Making Capability."

Software Pricing Plans

Use the Cost Calculator (below) for the Licensing plan that works for your business. Pricing is dependent on the total number of users (with AD Logon) within Project Online. This provides an assessment of the scale of usage and the size of deployment of Microsoft Project Server/Online. Minimum 25 users. If you need a local currency invoice to be sent to your purchasing team, or for discounted pricing for Education and Charity, please contact us.

Perpetual License

(One-Off)

from £30 / $39

Per user. Min 25 users

One-time Purchase. Cost based on total number of users within Microsoft Project Online. 

FREE Deployment, Configuration and Technical Support.

Cost Calculator

Monthly Subscription

25-500+ Users

from £1.3 / $1.7

Per user/ month. Min 25 users

Monthly subscription based on total number of users within Microsoft Project Online. Minimum three-month initial term. FREE Deployment, Configuration and Technical Support.

Cost Calculator

Annual Subscription

25-500+ Users

from £1.0 / $1.3

Per user/ month. Min 25 users

Save 25% with Annual Term Licensing Vs Monthly. Cost based on total number of users within Project Online. FREE Deployment, Configuration and Technical Support.

Cost Calculator

Annual Flexible Subscription

Cancel Anytime

Change Anytime

FREE Support

Contact us for a demonstration and FREE Trial

See how this add-on solution will help improve your business productivity.

EPM2Excel

FAQs

Got a question? We’re here to help.
  • Does this tool work with Microsoft Project Online?

    This tool works with both Project Server and Project Online. 

  • What versions of Project Server are supported?

    Supported versions of Project Server are: 2013, 2016 and 2019.

  • Can I get a FREE demonstration of the software and FREE Trial?

    Absolutely, we can organise a FREE demonstration to review the workings of the software solution with you and your team.  And, to clarify any queries you may have. 


    We also, offer a FREE deployment service to help you get started quickly with a FREE Trial for 30days! Our aim is to make the deployment process simple and hassel free. Let our experts help you get started, for FREE. 

  • Do you really provide FREE Technical Support and Deployment Assistance?

    Yes absolutely, FREE Break-fix Technical Support is provided with all products developed by Project Solution. 


    1y FREE Technical Support & Software Maintenance  is provided for all products, including, FREE deployment assistance.


    Beyond the 1st year, FREE Break-fix Technical Support is provided where issue is determined to be as result of unfound bug(s) that can be replicated on our lab test environment. All users are provided with a software update/fix to resolve these types of issues.

  • Do you offer any warranties?

    We offer a FREE trial of all our products with FREE deployment and support, making it simple, easy and hassel-free for you to test the solution thoroughly in your own environment.