Working with the Embedded Excel Object

To open and work with an embedded Excel object, simply double-click the object. The Microsoft Project menus and toolbars change to Excel menus and toolbars (see Figure 17-8). Use these controls to work with the Excel object as needed.

Microsoft Project window

Microsoft Project window

Embedded Excel object, activated for editing Excel menu and toolbars

Figure 17-8. When you double-click an embedded Excel object, the Microsoft Project menus and toolbars change to those of Excel.

Embedded Excel object, activated for editing Excel menu and toolbars

Figure 17-8. When you double-click an embedded Excel object, the Microsoft Project menus and toolbars change to those of Excel.

When finished editing the Excel object, click outside the object frame. The menus and toolbars return to those of Microsoft Project again.

Tip Show an embedded file in a form

You cannot insert an object in the Notes box of a Task Form or Resource Form. However, after you have embedded an Excel file on the Notes tab in the Task Information or Resource Information dialog box, you can work with it from the Notes box in a form. You can also delete the object from the Notes box.

To apply the Objects box in the Task Form or Resource Form, first click in the form area to make it active if necessary. Click Format, Details, Notes.

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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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