![]() ![]() ![]() ![]() Select Tasks as the data types to importįigure 13: Selecting Tasks as the Data Types to Import into Microsoft Project.Select Append the data to the active projectįigure 12: Import Mode Selected as Append the data to the active Project in the Microsoft Project Import Wizard.Follow steps 1 to 8 in example 1 above.Note – This example is different to adding a subproject. We can again use the Import Wizard to speed up the process. It is also easier to follow.įigure 9: Microsoft Project Import Wizard – Task Mapping Settingsįigure 10: Formatting the Project Schedule for Better Reading Second Example – Importing an Excel file into an existing projectĪssuming we have a project schedule up to the point below in Figure 11, we now want to add another summary task from an Excel file (exported from MS project). Finishing it off, I apply some formatting to the summary tasks and add the outline numbers to give the project schedule a more professional look.Next, verify the data and delete data that you may not want.įigure 8: Successfully Imported Project from an Excel File.If you import from a new Excel spreadsheet, you will need to select the tab that contains the data. ![]() As this imported file was exported from Microsoft Project, the source worksheet is automatically selected. The task mapping setting open after selecting the data type. Ensure I mport includes headers is selectedįigure 6: Microsoft Project Import Wizard – Import Mode Selectionįigure 7: Selecting the Data Type to Import in Microsoft Project’s Import Wizard.In the example, I will only import the task data, therefore I only select tasks in the next step. Keep the import mode as As a ne w projectįor the next command window, you will select the type of data that you would like to import.Open the selected file (You may need to select All Files from the dropdown next to File name: )įigure 3: Select the Microsoft Excel Project Fileįigure 4: Microsoft Project Import Wizard.If you have been supplied with an Excel file that was exported from MS Project, then you simply need to import the file.įigure 1: Click on File to Access the Import Wizardįigure 2: Accessing the Excel File Import Wizard in Microsoft Project First Example – Importing an Excel file as a New Project that was exported from MS Project The important point is to ask all they can say is no, then you move on.įor the examples below, I have simply used an existing MS Project template. One more tip – If you do find yourself having to import an excel file into Microsoft Project, always first ask the sender whether they exported it directly from Microsoft Project, and if not, can they? Better yet, can they send you the MS project file? Generally, this wouldn’t be an issue within your organisation but it will most likely relate to getting schedules from external contractors. Important Note – When you import your project file from Excel, remember the ‘Task Name’ column is simply called ‘Name’ – So don’t scroll down to T when looking for the Task column and panic when it is not there – It is there, it is simply called ‘Name’! If it was one of those suppliers that still insist on good-old Excel (yes we all have them), then you may need to do a little bit more work. But we live in the real world where we have various choices (not a bad thing) but at the same time, as a project manager, this can become frustrating when you are trying to integrate different subprojects into Microsoft Project and the file comes in the form of Excel.įirstly, if the file was exported from Microsoft Project into an Excel file, it will be simple to integrate with your project. It would be awesome if everyone worked with the same project software. ![]()
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