Info

needed by Microsoft Project. To do this, make sure that Excel and the Microsoft Project Plan Import Export Template are installed on the same computer as Microsoft Project, and then follow these steps:

1 Start Microsoft Excel.

2 Click File, New.

3 In the New Workbook task pane, click General Templates. The Templates dialog box appears.

4 Click the Spreadsheet Solutions tab (see Figure 6-4).

Microsoft Excel templates for Microsoft Project Figure 6-4. Two templates are available in Microsoft Excel to facilitate entering information in Microsoft Project.

5 Double-click the Microsoft Project Plan Import Export Template.

The template creates a new file with columns that correspond to the most commonly used fields in Microsoft Project.

6 At the bottom of the workbook window, click the Resource_Table tab.

7 Enter resources and any other resource information in the columns provided (see Figure 6-5). Save the file.

Project fields —

E? Microsoft Excel - 06Res.xls

EBB

HI

File

Edit View Insert Format Tools Data Window Help

Type a question for help

~ _ & X

D

y m sia^

% J • í. B) 9, m"'» - ® .

Arial

T 10 T B

■ ■ a s % ,

tiS t

f _ . a, . A. .

J23 - fx

A

B

c

D

E

F

G

H

1

J —

1

ID

Mame

Initials

Type

Material Labe

Group

Email Address

Windows User Account

Max Units

Standard \'

2

Judy Lew

3

Benjamin Martin

4

Barry Potter

5

Ashvini Sharma

B

Min Su

7

Jonas Hasselberg

3

9

10

11

12

13

14

15

16

17

13

19

20

21

22

23

24

25

T

4 4

H \ Task Table \ Resource

I Table/ Assignment Table

/ Info_

Table / 1

Jjj

I Ready

Figure 6-5. The Resource_Table sheet of the Microsoft Project Plan Import Export Template in Excel contains the most commonly used resource fields.

Note If you're working with a version of Microsoft Excel 2000 or earlier, you can still use the Microsoft Project Plan Import Export template. Open Excel and then click File, New. Click the 1033 or Spreadsheet Solutions tab. Double-click the Microsoft Project Plan Import Export Template.

When you're ready to import the resource list into your project plan, follow these steps:

1 If necessary, open the project plan.

2 On the Standard toolbar, click Open.

3 Go to the location on your computer or network where the Excel workbook is saved.

4 In the Files Of Type list, click Microsoft Excel Workbooks (*.xls). The task list appears in the list of folders and files.

5 Click the task list workbook and then click the Open button. The Import Wizard appears (see Figure 6-6).

3"

Figure 6-6. The Import Wizard helps you import the resource information from your Excel workbook into your project plan.

6 In the first wizard page, click Next.

7 Click Project Excel Template and then click Next.

8 Specify whether you want to import the file as a new project, append the resources to the currently active project, or merge the data into the active project.

9 Click Finish (see Figure 6-7).

Figure 6-7. The resource information is imported into Microsoft Project as you specified.

Figure 6-7. The resource information is imported into Microsoft Project as you specified.

Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

Get My Free Ebook


Post a comment