Linking from Excel to Project

In Microsoft Project, you can link an Excel worksheet fragment or chart in the chart area of a Gantt chart or the Objects box in the Task Form or Resource Form. To do this, follow the steps listed under "Embedding Copied Excel Information in a Project File" earlier in this chapter. In the Paste Special dialog box, select the Paste Link option.

You can link an entire existing Excel file in the chart area of a Gantt chart and the Notes tab in the Task Information, Resource Information, or Assignment Information dialog box. To do this, follow the steps listed under "Embedding an Entire Excel File in a Project File" earlier in this chapter. In the Insert Object dialog box, select the Link check box.

You can also copy worksheet cells and link them into Microsoft Project table cells. The data looks as if they were originally typed in Microsoft Project, but they're actually linked to Excel data. To link worksheet cell data in a Microsoft Project table, follow these steps:

1 Arrange the source Excel columns to match the target Microsoft Project field order and data type. Or, arrange the target columns in Microsoft Project to match the incoming Excel data.

2 In Excel, select the information to be linked in Microsoft Project and then click Copy on the Standard toolbar.

3 In Microsoft Project, display the view and click the cell that is to become the anchor cell for the linked information.

This anchor cell becomes the location of the upper-left cell of data selected in Excel.

4 Click Edit, Paste Special.

5 In the Paste Special dialog box, click the Paste Link option.

6 In the As box, click Text Data (see Figure 17-12).

If you select Microsoft Excel Worksheet, a picture of the selected cells is embedded and linked, rather than flowing into the table cells as text.

Figure 17-12. Choose these options in the Paste Special dialog box to link worksheet data with project table data.

Figure 17-12. Choose these options in the Paste Special dialog box to link worksheet data with project table data.

7 Click OK.

The linked information appears at your selection point in your project. When changes are made to the information in the source application, those changes can be reflected in this project file.

You're getting paste error messages

Paste error messages are the result of a mismatch between the data type of the incoming Excel data and the Microsoft Project columns into which they're supposed to go. Click through the paste error messages to dismiss them.

Then review the order and type of the Excel data and the order and type of the Project sheet and see where the problem is. Make any necessary corrections, and repeat the Copy and Paste Special operation again.

In Excel, you can link to an embedded Microsoft Project file. To do this, follow the steps listed under "Embedding an Existing Project File in Excel" earlier in this chapter. In the Insert Object dialog box, select the Link To File option.

You can also copy a set of table cells in Microsoft Project and link them into Excel worksheet cells. The data looks as if they were originally typed in Excel, but they're actually linked to Microsoft Project data. To link Microsoft Project table data to Excel worksheet cells, follow these steps:

1 In Microsoft Project, select the table data to be linked in Excel.

2 On the Standard toolbar, click Copy.

3 In Excel, click the cell that is to become the anchor cell for the linked information.

This anchor cell becomes the location of the upper-left cell of data selected in Microsoft Project.

6 In the As box, click Text.

If you select Microsoft Project Document Object, a picture of the selected project data is embedded and linked, rather than flowing into the table cells as text (see Figure 17-13).

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.

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