TRINITY PROJECTS

Save As Web Page Tutorial

Defining an Export Map

The trick to producing a good electronic report from Project is the careful modifying of the Export map—the program that transports the data into the web page.

The export map is the key part of the process of saving a web page.  The only way to view and edit an export map is to go through the process saving a web page, so that is what we will do.

Repeat the process of selecting File, Save As Web Page…. Choose a location and file name and click   Save  

The Export Wizard window is displayed.  Click on   Next >   

Creating a New map from scratch is tricky so we'll edit and existing one: Select  Use existing map radio button and click   Next  

We are going to modify the map we used to create our first web page.  Select Export to HTML using standard template and once again click on the   Next   to display the Export Wizard - Map Options page.

Map Options screen capture

Map Options

The  Export Wizard - Map Options page defines the overall content and appearance of the web page.

Remember the web page that you created earlier, it contained three tables: Tasks, Resources and Assignments.  The three checkboxes in the Select the types of data you want ot export section gives you control over which of the tables will appear in your report.  If you do not require a table of assignments you simply uncheck the  Assignments option.

HTML options

The  Export header row option places the Project Title at the top of your web page, it is common sense to keep this chechbox selected.

Assignments are displayed in Projects Task Usage and Resource Usage views.  When they are included in a web page they add a lot of data to a table but little value.  Unless you have a specific need for this information keep the  Include assignment rows in output option switched off.

Selecting a template

We have now reached the point where we specify the web page template.  Ensure that the  Base export on HTML template: option is checked and then click on the associated  Browse…  button.  Navigate to the folder in which you have stored the Trinity Projects templates and select one.  Can I recommend yellow_zone.htm

The Browse Window
Adding a Picture

To include your previously created picture in the report, switch on  Include image file in HTML page: Project should automatically select the image you recently created.  If it doesn't do this then you will have to use the  Browse…  to locate the file.

To see the effect of these small changes we will create a web page.  Click on    Next >    until you reach the  Export Wizard - End of Map Definition page.  Before you click on    Finish     to "complete the operation" it's a good idea to save the map that you have modified so you won't have to make the same changes again.  Click on  Save Map...   button and then type Web Page Map in the Text Box and click on   Save   and then    Finish    to create your modified web page. 

Now find your newly created web page, open it and check out the improvements.  The first difference you will notice will be the picture of your project which is now part of the report.  The other major change is to the layout of the report.  The tables are no longer displayed one below the other, they are now on separate pages and you click on the buttons to see each of the tables.

Having dealt with the style of the report it is now time to consider how to use Mapping to determine the content.